Lumature Wealth Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Lumature Wealth Partners’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 Q2	$7.68K	Hold	118	–	–	﹤0.01%	325
2023 Q1	$6.84K	Sell	118 -149	-56%	-$8.09K	﹤0.01%	325
2022 Q4	$12.8K	Hold	267	–	–	0.01%	293
2022 Q3	$13K	Hold	267	–	–	0.01%	304
2022 Q2	$14K	Buy	267 +149	+126%	+$8.97K	0.01%	304
2022 Q1	$8K	Hold	118	–	–	﹤0.01%	355
2021 Q4	$9K	Sell	118 -85	-42%	-$6.72K	﹤0.01%	343
2021 Q3	$16K	Hold	203	–	–	0.01%	316
2021 Q2	$16K	Hold	203	–	–	0.01%	276
2021 Q1	$15K	Sell	203 -160	-44%	-$11.4K	0.01%	273
2020 Q4	$24K	Buy	+363	New	+$23.1K	0.02%	156

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lumature Wealth Partners's XLC Position: Q2 2023 in Review

Lumature Wealth Partners held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2023 at 118 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Lumature Wealth Partners first reported a position in XLC in Q4 2020 and has held it in 11 quarters since. The position peaked at $24K in Q4 2020. 742 funds tracked by Wall St. Rank hold XLC as of Q2 2023.

Lumature Wealth Partners held 118 shares of State Street Communication Services Select Sector SPDR ETF worth $7.68K as of Q2 2023.
Lumature Wealth Partners left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #325 holding.
Lumature Wealth Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $24K in Q4 2020.
742 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.