Mount Lucas Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Mount Lucas 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	-13,965	Closed	-$1.12M	–	165
2021 Q3	$1.12M	Sell	13,965 -2,586	-16%	-$214K	0.34%	79
2021 Q2	$1.34M	Sell	16,551 -1,307	-7%	-$102K	0.36%	73
2021 Q1	$1.31M	Sell	17,858 -124,426	-87%	-$8.85M	0.39%	72
2020 Q4	$9.6M	Sell	142,284 -102,214	-42%	-$6.5M	2.02%	10
2020 Q3	$14.5M	Sell	244,498 -72,902	-23%	-$4.32M	3.03%	8
2020 Q2	$17.2M	Buy	+317,400	New	+$16.3M	3.4%	4
2020 Q1	–	Sell	-242,464	Closed	-$13M	–	83
2019 Q4	$13M	Sell	242,464 -12,380	-5%	-$638K	2.59%	12
2019 Q3	$12.6M	Buy	254,844 +46,403	+22%	+$2.32M	2.26%	15
2019 Q2	$10.3M	Sell	208,441 -34,240	-14%	-$1.66M	1.74%	13
2019 Q1	$11.3M	Buy	242,681 +237,267	+4,382%	+$10.8M	1.88%	11
2018 Q4	$223K	Sell	5,414 -214,452	-98%	-$9.61M	0.03%	51
2018 Q3	$10.8M	Buy	+219,866	New	+$10.9M	1.58%	14

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mount Lucas Management's XLC Position: Q4 2021 in Review

Mount Lucas Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2021, closing a stake of 13,965 shares — an estimated $1.12M sold.

Mount Lucas Management first reported a position in XLC in Q3 2018 and held it in 12 quarters. The position peaked at $17.2M in Q2 2020. 710 funds tracked by Wall St. Rank hold XLC as of Q4 2021.

Mount Lucas Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Mount Lucas Management sold 13,965 State Street Communication Services Select Sector SPDR ETF shares in Q4 2021, an estimated $1.12M.
Mount Lucas Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 12 quarters.
Mount Lucas Management's State Street Communication Services Select Sector SPDR ETF position peaked at $17.2M in Q2 2020.
710 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2021.

Based on Mount Lucas Management's 13F filing for Q4 2021, filed 14 Feb 2022.