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Pacific Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Pacific Wealth 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
Q2 		– Sell
-44,444
Closed -$3.23M – 26
2024
Q1 		$3.23M Hold
44,444
– – 1.84% 12
2023
Q4 		$3.23M Buy
+44,444
New +$3.06M 1.84% 12

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Pacific Wealth Management's XLC Position: Q2 2024 in Review

Pacific Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024, closing a stake of 44,444 shares — an estimated $3.23M sold.

Pacific Wealth Management first reported a position in XLC in Q4 2023 and held it in 2 quarters. The position peaked at $3.23M in Q1 2024. 927 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

  • Pacific Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Pacific Wealth Management sold 44,444 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $3.23M.
  • Pacific Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Pacific Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.23M in Q1 2024.
  • 927 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Pacific Wealth Management's 13F filing for Q2 2024, filed 10 Jul 2024.