Lowe Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lowe Wealth 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	-75	Closed	-$5.45K	–	320
2023 Q4	$5.45K	Hold	75	–	–	﹤0.01%	247
2023 Q3	$4.92K	Hold	75	–	–	﹤0.01%	238
2023 Q2	$4.88K	Hold	75	–	–	﹤0.01%	270
2023 Q1	$4.35K	Hold	75	–	–	﹤0.01%	262
2022 Q4	$3.6K	Hold	75	–	–	﹤0.01%	273
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	264
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	252
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	248
2021 Q4	$6K	Hold	75	–	–	﹤0.01%	225
2021 Q3	$6K	Buy	+75	New	+$6.21K	﹤0.01%	215

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

Lowe Wealth Advisors's XLC Position: Q1 2024 in Review

Lowe Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 75 shares — an estimated $5.45K sold.

Lowe Wealth Advisors first reported a position in XLC in Q3 2021 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

Lowe Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Lowe Wealth Advisors sold 75 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $5.45K.
Lowe Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 10 quarters.
Lowe Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $6K in Q4 2021.
903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Lowe Wealth Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.