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Lloyd Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lloyd Advisory 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
2024
Q2 		– Sell
-27,030
Closed -$1.41M – 195
2024
Q1 		$1.41M Buy
+27,030
New +$2.11M 0.3% 55
2023
Q4 		– Sell
-8,696
Closed -$966K – 342
2023
Q3 		$966K Buy
+8,696
New +$580K 0.32% 73
2022
Q2 		– Sell
-465
Closed -$32K – 594
2022
Q1 		$32K Buy
465
+326
+235% +$23K 0.01% 283
2021
Q4 		$11K Buy
139
+1
+0.7% +$79 0.01% 321
2021
Q3 		$11K Hold
138
– – 0.01% 289
2021
Q2 		$11K Buy
+138
New +$10.7K 0.01% 275

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return