Money Concepts Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-1,518	Closed	-$72.8K	–	2942
2022 Q4	$72.8K	Buy	+1,518	New	+$74.3K	﹤0.01%	1100
2022 Q3	–	Sell	-3,542	Closed	-$194K	–	1678
2022 Q2	$194K	Sell	3,542 -1,035	-23%	-$62.3K	0.02%	421
2022 Q1	$315K	Buy	+4,577	New	+$322K	0.02%	565
2021 Q1	–	Sell	-2,453	Closed	-$166K	–	774
2020 Q4	$166K	Buy	+2,453	New	+$156K	0.02%	428

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Money Concepts Capital's XLC Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 1,518 shares — an estimated $72.8K sold.

Money Concepts Capital first reported a position in XLC in Q4 2020 and held it in 4 quarters. The position peaked at $315K in Q1 2022. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Money Concepts Capital reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,518 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $72.8K.
Money Concepts Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 4 quarters.
Money Concepts Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $315K in Q1 2022.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.