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

Pacific Wealth Strategies 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
2022 Q2	–	Sell	-7,601	Closed	-$523K	–	74
2022 Q1	$523K	Sell	7,601 -662	-8%	-$46.6K	0.22%	56
2021 Q4	$642K	Hold	8,263	–	–	0.22%	62
2021 Q3	$662K	Sell	8,263 -291	-3%	-$24.1K	0.25%	64
2021 Q2	$693K	Sell	8,554 -844	-9%	-$65.7K	0.27%	65
2021 Q1	$689K	Sell	9,398 -355	-4%	-$25.3K	0.29%	64
2020 Q4	$658K	Sell	9,753 -1,317	-12%	-$83.8K	0.28%	62
2020 Q3	$658K	Sell	11,070 -51,895	-82%	-$3.07M	0.35%	54
2020 Q2	$3.4M	Sell	62,965 -2,224	-3%	-$114K	1.89%	17
2020 Q1	$2.88M	Buy	65,189 +60,934	+1,432%	+$3.15M	1.97%	16
2019 Q4	$228K	Buy	+4,255	New	+$219K	0.13%	80

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Pacific Wealth Strategies Group's XLC Position: Q2 2022 in Review

Pacific Wealth Strategies Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2022, closing a stake of 7,601 shares — an estimated $523K sold.

Pacific Wealth Strategies Group first reported a position in XLC in Q4 2019 and held it in 10 quarters. The position peaked at $3.4M in Q2 2020. 631 funds tracked by Wall St. Rank hold XLC as of Q2 2022.

Pacific Wealth Strategies Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Pacific Wealth Strategies Group sold 7,601 State Street Communication Services Select Sector SPDR ETF shares in Q2 2022, an estimated $523K.
Pacific Wealth Strategies Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Pacific Wealth Strategies Group's State Street Communication Services Select Sector SPDR ETF position peaked at $3.4M in Q2 2020.
631 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2022, filed 19 Jul 2022.