MBT
XLC icon

Monroe Bank & Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Monroe Bank & Trust’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
2019
Q2 		$1.07M Buy
21,803
+3,018
+16% +$147K 0.36% 54
2019
Q1 		$879K Buy
+18,785
New +$856K 0.28% 62

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Monroe Bank & Trust's XLC Position: Q2 2019 in Review

Monroe Bank & Trust increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 16% in Q2 2019, buying an estimated $147K and bringing the position to 21,803 shares worth $1.07M. The position accounts for 0.36% of the portfolio, ranked #54.

Monroe Bank & Trust first reported a position in XLC in Q1 2019 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold XLC as of Q2 2019.

  • Monroe Bank & Trust held 21,803 shares of State Street Communication Services Select Sector SPDR ETF worth $1.07M as of Q2 2019.
  • Monroe Bank & Trust bought 3,018 State Street Communication Services Select Sector SPDR ETF shares in Q2 2019, an estimated $147K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.36% of Monroe Bank & Trust's portfolio in Q2 2019, its #54 holding.
  • Monroe Bank & Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2019.

Based on Monroe Bank & Trust's 13F filing for Q2 2019, filed 29 Jul 2019.