Marquette Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Marquette Asset Management’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 Q4	–	Sell	-1,309	Closed	-$118K	–	228
2024 Q3	$118K	Buy	+1,309	New	+$113K	0.02%	130
2022 Q3	–	Sell	-36,900	Closed	-$2M	–	403
2022 Q2	$2M	Hold	36,900	–	–	0.57%	29
2022 Q1	$2.54M	Hold	36,900	–	–	0.59%	31
2021 Q4	$2.87M	Hold	36,900	–	–	0.6%	31
2021 Q3	$2.96M	Hold	36,900	–	–	0.66%	29
2021 Q2	$2.99M	Hold	36,900	–	–	0.66%	28
2021 Q1	$2.71M	Hold	36,900	–	–	0.65%	29
2020 Q4	$2.49M	Buy	36,900 +4,400	+14%	+$280K	0.57%	29
2020 Q3	$1.93M	Hold	32,500	–	–	0.54%	31
2020 Q2	$1.76M	Buy	+32,500	New	+$1.67M	0.57%	25

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Marquette Asset Management's XLC Position: Q4 2024 in Review

Marquette Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024, closing a stake of 1,309 shares — an estimated $118K sold.

Marquette Asset Management first reported a position in XLC in Q2 2020 and held it in 10 quarters. The position peaked at $2.99M in Q2 2021. 1,050 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

Marquette Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Marquette Asset Management sold 1,309 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $118K.
Marquette Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and held it in 10 quarters.
Marquette Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $2.99M in Q2 2021.
1,050 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Marquette Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.