Level Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Level Financial Advisors’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
2024 Q1	–	Sell	-263	Closed	-$19.1K	–	264
2023 Q4	$19.1K	Hold	263	–	–	0.01%	163
2023 Q3	$17.2K	Hold	263	–	–	0.01%	157
2023 Q2	$17.1K	Hold	263	–	–	0.01%	158
2023 Q1	$15.2K	Hold	263	–	–	0.01%	151
2022 Q4	$13K	Hold	263	–	–	0.01%	153
2022 Q3	$13K	Hold	263	–	–	0.01%	163
2022 Q2	$14K	Buy	+263	New	+$15.8K	0.01%	165

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Level Financial Advisors's XLC Position: Q1 2024 in Review

Level Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 263 shares — an estimated $19.1K sold.

Level Financial Advisors first reported a position in XLC in Q2 2022 and held it in 7 quarters. The position peaked at $19.1K in Q4 2023. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

Level Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 263 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $19.1K.
Level Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and held it in 7 quarters.
Level Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $19.1K in Q4 2023.
903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.