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Naples Money Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Naples Money 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
2024
Q3 		$1.83M Sell
20,203
-1,115
-5% -$96.1K 1.54% 25
2024
Q2 		$1.82M Sell
21,318
-282
-1% -$23.2K 1.55% 24
2024
Q1 		$1.76M Buy
+21,600
New +$1.68M 1.76% 23

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Naples Money Management's XLC Position: Q3 2024 in Review

Naples Money Management reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 5.2% in Q3 2024, selling an estimated $96.1K and leaving 20,203 shares worth $1.83M. The position accounts for 1.54% of the portfolio, ranked #25.

Naples Money Management first reported a position in XLC in Q1 2024 and has held it in 3 quarters since. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • Naples Money Management held 20,203 shares of State Street Communication Services Select Sector SPDR ETF worth $1.83M as of Q3 2024.
  • Naples Money Management sold 1,115 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $96.1K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.54% of Naples Money Management's portfolio in Q3 2024, its #25 holding.
  • Naples Money Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
  • 958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.