Liberty Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-1,229	Closed	-$98K	–	1120
2021 Q3	$98K	Buy	1,229 +973	+380%	+$80.5K	0.04%	295
2021 Q2	$21K	Buy	256 +1	+0.4%	+$78	0.01%	500
2021 Q1	$17K	Hold	255	–	–	0.01%	495
2020 Q4	$17K	Hold	255	–	–	0.01%	491
2020 Q3	$15K	Buy	+255	New	+$15.1K	0.01%	454

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

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

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

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

RJA

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

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

Liberty Wealth Management's XLC Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2021, closing a stake of 1,229 shares — an estimated $98K sold.

Liberty Wealth Management first reported a position in XLC in Q3 2020 and held it in 5 quarters. The position peaked at $98K in Q3 2021. 709 funds tracked by Wall St. Rank hold XLC as of Q4 2021.

Liberty Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,229 State Street Communication Services Select Sector SPDR ETF shares in Q4 2021, an estimated $98K.
Liberty Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2020 and held it in 5 quarters.
Liberty Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $98K in Q3 2021.
709 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.