Keystone Financial Group (Kentucky)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,770	Closed	-$371K	–	318
2021 Q4	$371K	Buy	4,770 +521	+12%	+$41.2K	0.06%	206
2021 Q3	$340K	Sell	4,249 -20	-0.5%	-$1.66K	0.06%	208
2021 Q2	$346K	Sell	4,269 -580	-12%	-$45.2K	0.06%	203
2021 Q1	$355K	Buy	4,849 +701	+17%	+$49.9K	0.07%	186
2020 Q4	$280K	Sell	4,148 -77	-2%	-$4.9K	0.06%	206
2020 Q3	$251K	Sell	4,225 -433	-9%	-$25.6K	0.06%	204
2020 Q2	$252K	Buy	4,658 +139	+3%	+$7.13K	0.07%	188
2020 Q1	$200K	Sell	4,519 -1,746	-28%	-$90.3K	0.07%	188
2019 Q4	$336K	Buy	+6,265	New	+$323K	0.09%	164

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s XLC Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 4,770 shares — an estimated $371K sold.

Keystone Financial Group (Kentucky) first reported a position in XLC in Q4 2019 and held it in 9 quarters. The position peaked at $371K in Q4 2021. 659 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

Keystone Financial Group (Kentucky) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 4,770 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $371K.
Keystone Financial Group (Kentucky) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s State Street Communication Services Select Sector SPDR ETF position peaked at $371K in Q4 2021.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.