Peddock Capital Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Peddock Capital Advisors’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	–	Sell	-2,725	Closed	-$218K	–	146
2021 Q3	$218K	Sell	2,725 -117	-4%	-$9.69K	0.08%	135
2021 Q2	$234K	Buy	2,842 +1	+0%	+$78	0.08%	132
2021 Q1	$208K	Sell	2,841 -11,696	-80%	-$832K	0.08%	138
2020 Q4	$981K	Buy	14,537 +285	+2%	+$18.1K	0.51%	50
2020 Q3	$847K	Sell	14,252 -683	-5%	-$40.5K	0.52%	50
2020 Q2	$807K	Buy	14,935 +729	+5%	+$37.4K	0.51%	51
2020 Q1	$628K	Buy	14,206 +467	+3%	+$24.2K	0.47%	54
2019 Q4	$737K	Buy	13,739 +973	+8%	+$50.1K	0.38%	58
2019 Q3	$632K	Sell	12,766 -383	-3%	-$19.2K	0.35%	62
2019 Q2	$647K	Buy	13,149 +436	+3%	+$21.2K	0.34%	63
2019 Q1	$595K	Buy	+12,713	New	+$579K	0.32%	62

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

Peddock Capital Advisors's XLC Position: Q4 2021 in Review

Peddock Capital Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2021, closing a stake of 2,725 shares — an estimated $218K sold.

Peddock Capital Advisors first reported a position in XLC in Q1 2019 and held it in 11 quarters. The position peaked at $981K in Q4 2020. 709 funds tracked by Wall St. Rank hold XLC as of Q4 2021.

Peddock Capital Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Peddock Capital Advisors sold 2,725 State Street Communication Services Select Sector SPDR ETF shares in Q4 2021, an estimated $218K.
Peddock Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and held it in 11 quarters.
Peddock Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $981K in Q4 2020.
709 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2021.

Based on Peddock Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.