Northeast Financial Consultants’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,521
Closed -$312K 354
2022
Q3
$312K Sell
6,521
-122
-2% -$6.71K 0.02% 256
2022
Q2
$361K Sell
6,643
-16,685
-72% -$1M 0.03% 234
2022
Q1
$1.6M Sell
23,328
-2,500
-10% -$176K 0.09% 122
2021
Q4
$2.01M Buy
25,828
+2,557
+11% +$202K 0.12% 90
2021
Q3
$1.86M Buy
23,271
+1,235
+6% +$102K 0.12% 100
2021
Q2
$1.78M Buy
+22,036
New +$1.72M 0.12% 103

Other funds holding XLC

Northeast Financial Consultants's XLC Position: Q4 2022 in Review

Northeast Financial Consultants sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 6,521 shares — an estimated $312K sold.

Northeast Financial Consultants first reported a position in XLC in Q2 2021 and held it in 6 quarters. The position peaked at $2.01M in Q4 2021. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

  • Northeast Financial Consultants reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 6,521 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $312K.
  • Northeast Financial Consultants first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 6 quarters.
  • Northeast Financial Consultants's State Street Communication Services Select Sector SPDR ETF position peaked at $2.01M in Q4 2021.
  • 649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Northeast Financial Consultants's 13F filing for Q4 2022, filed 13 Feb 2023.