Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023 Q4	–	Sell	-62	Closed	-$4.13K	–	607
2023 Q3	$4.13K	Buy	+62	New	+$4.13K	﹤0.01%	560

Other funds holding XLC

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $432B AUM 30.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XLC Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 62 shares — an estimated $4.13K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLC in Q3 2023 and held it in 1 quarter. The position peaked at $4.13K in Q3 2023. 858 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 62 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $4.13K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.13K in Q3 2023.
858 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.