Ladenburg Thalmann Financial Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$14.6M	Buy	269,160 +162,001	+151%	+$8.34M	0.09%	217
2019 Q3	$5.31M	Buy	107,159 +11,235	+12%	+$562K	0.04%	442
2019 Q2	$4.73M	Sell	95,924 -148,932	-61%	-$7.24M	0.03%	460
2019 Q1	$11.6M	Buy	244,856 +218,593	+832%	+$9.96M	0.09%	221
2018 Q4	$1.1M	Sell	26,263 -7,133	-21%	-$320K	0.01%	989
2018 Q3	$1.64M	Buy	+33,396	New	+$1.65M	0.01%	823

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Ladenburg Thalmann Financial Services's XLC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 151% in Q4 2019, buying an estimated $8.34M and bringing the position to 269,160 shares worth $14.6M. The position accounts for 0.09% of the portfolio, ranked #217.

Ladenburg Thalmann Financial Services first reported a position in XLC in Q3 2018 and has held it in 6 quarters since. 423 funds tracked by Wall St. Rank hold XLC as of Q4 2019.

Ladenburg Thalmann Financial Services held 269,160 shares of State Street Communication Services Select Sector SPDR ETF worth $14.6M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 162,001 State Street Communication Services Select Sector SPDR ETF shares in Q4 2019, an estimated $8.34M.
State Street Communication Services Select Sector SPDR ETF made up 0.09% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #217 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 6 quarters since.
423 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.