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Meritage Portfolio Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Meritage Portfolio 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
2021
Q4 		– Sell
-120,980
Closed -$9.69M – 362
2021
Q3 		$9.69M Buy
+120,980
New +$10M 0.58% 43

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Meritage Portfolio Management's XLC Position: Q4 2021 in Review

Meritage Portfolio Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2021, closing a stake of 120,980 shares — an estimated $9.69M sold.

Meritage Portfolio Management first reported a position in XLC in Q3 2021 and held it in 1 quarter. The position peaked at $9.69M in Q3 2021. 709 funds tracked by Wall St. Rank hold XLC as of Q4 2021.

  • Meritage Portfolio Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 120,980 State Street Communication Services Select Sector SPDR ETF shares in Q4 2021, an estimated $9.69M.
  • Meritage Portfolio Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Meritage Portfolio Management's State Street Communication Services Select Sector SPDR ETF position peaked at $9.69M in Q3 2021.
  • 709 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2021.

Based on Meritage Portfolio Management's 13F filing for Q4 2021, filed 28 Jan 2022.