Lehman & Derafelo Financial Resources’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$2.61M	Buy	54,450 +499	+0.9%	+$24.4K	0.78%	17
2022 Q3	$2.58M	Sell	53,951 -2,500	-4%	-$138K	0.81%	19
2022 Q2	$3.06M	Buy	56,451 +3,111	+6%	+$187K	0.95%	16
2022 Q1	$3.67M	Buy	53,340 +2,958	+6%	+$208K	1.02%	15
2021 Q4	$3.91M	Buy	50,382 +9,790	+24%	+$774K	1.18%	13
2021 Q3	$3.25M	Buy	40,592 +20,624	+103%	+$1.71M	1.06%	15
2021 Q2	$1.62M	Buy	19,968 +12,433	+165%	+$968K	0.44%	35
2021 Q1	$552K	Buy	+7,535	New	+$536K	0.16%	61

Other funds holding XLC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

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

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XLC Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.92% in Q4 2022, buying an estimated $24.4K and bringing the position to 54,450 shares worth $2.61M. The position accounts for 0.78% of the portfolio, ranked #17.

Lehman & Derafelo Financial Resources first reported a position in XLC in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.91M in Q4 2021. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

Lehman & Derafelo Financial Resources held 54,450 shares of State Street Communication Services Select Sector SPDR ETF worth $2.61M as of Q4 2022.
Lehman & Derafelo Financial Resources bought 499 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $24.4K.
State Street Communication Services Select Sector SPDR ETF made up 0.78% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #17 holding.
Lehman & Derafelo Financial Resources first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 8 quarters since.
Lehman & Derafelo Financial Resources's State Street Communication Services Select Sector SPDR ETF position peaked at $3.91M in Q4 2021.
649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.