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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$2.8M Buy
51,525
+825
+2% +$49.7K 1.83% 11
2022
Q1
$3.49M Buy
50,700
+1,315
+3% +$92.7K 1.97% 11
2021
Q4
$3.84M Buy
49,385
+1,546
+3% +$122K 2.11% 7
2021
Q3
$3.83M Buy
47,839
+1,082
+2% +$89.6K 2.33% 6
2021
Q2
$3.79M Buy
46,757
+3,172
+7% +$247K 2.3% 6
2021
Q1
$3.2M Buy
43,585
+1,485
+4% +$106K 2.11% 8
2020
Q4
$2.84M Buy
42,100
+749
+2% +$47.7K 2.09% 10
2020
Q3
$2.46M Buy
41,351
+125
+0.3% +$7.4K 2.07% 10
2020
Q2
$2.23M Buy
41,226
+590
+1% +$30.3K 2.08% 10
2020
Q1
$1.8M Buy
40,636
+3,079
+8% +$159K 2.12% 11
2019
Q4
$2.02M Buy
+37,557
New +$1.93M 1.75% 11

Other funds holding XLC

Loveless Wealth Management's XLC Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.6% in Q2 2022, buying an estimated $49.7K and bringing the position to 51,525 shares worth $2.8M. The position accounts for 1.83% of the portfolio, ranked #11.

Loveless Wealth Management first reported a position in XLC in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.84M in Q4 2021. 632 funds tracked by Wall St. Rank hold XLC as of Q2 2022.

  • Loveless Wealth Management held 51,525 shares of State Street Communication Services Select Sector SPDR ETF worth $2.8M as of Q2 2022.
  • Loveless Wealth Management bought 825 State Street Communication Services Select Sector SPDR ETF shares in Q2 2022, an estimated $49.7K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.83% of Loveless Wealth Management's portfolio in Q2 2022, its #11 holding.
  • Loveless Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.84M in Q4 2021.
  • 632 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.