Next Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Next Financial Group’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	$142K	Buy	1,829 +478	+35%	+$37.8K	0.01%	1027
2021 Q3	$108K	Buy	1,351 +599	+80%	+$49.6K	0.01%	1080
2021 Q2	$61K	Buy	752 +66	+10%	+$5.14K	﹤0.01%	1307
2021 Q1	$50K	Buy	686 +218	+47%	+$15.5K	﹤0.01%	1287
2020 Q4	$32K	Buy	468 +200	+75%	+$12.7K	﹤0.01%	1365
2020 Q3	$16K	Sell	268 -7,682	-97%	-$455K	﹤0.01%	1500
2020 Q2	$430K	Buy	7,950 +900	+13%	+$46.2K	0.05%	326
2020 Q1	$312K	Buy	7,050 +6,750	+2,250%	+$349K	0.04%	398
2019 Q4	$16K	Sell	300 -70	-19%	-$3.61K	﹤0.01%	1615
2019 Q3	$18K	Sell	370 -2,000	-84%	-$100K	﹤0.01%	1494
2019 Q2	$117K	Buy	2,370 +1,770	+295%	+$86.1K	0.01%	858
2019 Q1	$28K	Sell	600 -2,200	-79%	-$100K	0.01%	883
2018 Q4	$116K	Buy	+2,800	New	+$126K	0.02%	549

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 $74.2B AUM 21.09% 1-Year Est. Return

Next Financial Group's XLC Position: Q4 2021 in Review

Next Financial Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 35% in Q4 2021, buying an estimated $37.8K and bringing the position to 1,829 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #1027.

Next Financial Group first reported a position in XLC in Q4 2018 and has held it in 13 quarters since. The position peaked at $430K in Q2 2020. 709 funds tracked by Wall St. Rank hold XLC as of Q4 2021.

Next Financial Group held 1,829 shares of State Street Communication Services Select Sector SPDR ETF worth $142K as of Q4 2021.
Next Financial Group bought 478 State Street Communication Services Select Sector SPDR ETF shares in Q4 2021, an estimated $37.8K.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1027 holding.
Next Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 13 quarters since.
Next Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $430K in Q2 2020.
709 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.