Lavaca Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lavaca Capital’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
2023 Q4	–	Sell	-15,867	Closed	-$1.04M	–	139
2023 Q3	$1.04M	Hold	15,867	–	–	0.35%	60
2023 Q2	$1.03M	Buy	15,867 +3,222	+25%	+$196K	0.3%	64
2023 Q1	$733K	Hold	12,645	–	–	0.15%	107
2022 Q4	$607K	Buy	+12,645	New	+$619K	0.19%	109
2020 Q3	–	Sell	-6,656	Closed	-$360K	–	120
2020 Q2	$360K	Sell	6,656 -4,271	-39%	-$219K	0.11%	65
2020 Q1	$483K	Buy	10,927 +2,612	+31%	+$135K	0.47%	45
2019 Q4	$446K	Buy	+8,315	New	+$428K	0.34%	49
2019 Q3	–	Sell	-5,842	Closed	-$288K	–	105
2019 Q2	$288K	Buy	5,842 +5,784	+9,972%	+$281K	0.22%	68
2019 Q1	$3K	Sell	58 -11,444	-99%	-$522K	﹤0.01%	351
2018 Q4	$475K	Buy	+11,502	New	+$516K	0.47%	36

Other funds holding XLC

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lavaca Capital's XLC Position: Q4 2023 in Review

Lavaca Capital sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 15,867 shares — an estimated $1.04M sold.

Lavaca Capital first reported a position in XLC in Q4 2018 and held it in 10 quarters. The position peaked at $1.04M in Q3 2023. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

Lavaca Capital reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Lavaca Capital sold 15,867 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $1.04M.
Lavaca Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 10 quarters.
Lavaca Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $1.04M in Q3 2023.
857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Lavaca Capital's 13F filing for Q4 2023, filed 14 Feb 2024.