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

MBA 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 Q3	–	Sell	-41,378	Closed	-$2.69M	–	124
2023 Q2	$2.69M	Buy	41,378 +12,096	+41%	+$737K	1.61%	17
2023 Q1	$1.7M	Buy	+29,282	New	+$1.59M	1.06%	27
2022 Q3	–	Sell	-4,455	Closed	-$242K	–	134
2022 Q2	$242K	Sell	4,455 -190	-4%	-$11.4K	0.17%	111
2022 Q1	$319K	Sell	4,645 -1,177	-20%	-$82.9K	0.2%	108
2021 Q4	$452K	Buy	5,822 +114	+2%	+$9.01K	0.28%	86
2021 Q3	$457K	Sell	5,708 -499	-8%	-$41.3K	0.34%	76
2021 Q2	$503	Sell	6,207 -392	-6%	-$30.5K	0.23%	74
2021 Q1	$484	Buy	+6,599	New	+$470K	0.27%	74

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MBA Advisors's XLC Position: Q3 2023 in Review

MBA Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 41,378 shares — an estimated $2.69M sold.

MBA Advisors first reported a position in XLC in Q1 2021 and held it in 8 quarters. The position peaked at $2.69M in Q2 2023. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

MBA Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
MBA Advisors sold 41,378 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $2.69M.
MBA Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 8 quarters.
MBA Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.69M in Q2 2023.
743 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on MBA Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.