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PFS Investments’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

PFS Investments’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
Q4 		– Sell
-289,276
Closed -$13.9K – 460
2022
Q3 		$13.9K Buy
289,276
+154,837
+115% +$8.52M 0.25% 87
2022
Q2 		$7.3M Buy
+134,439
New +$8.09M 0.15% 137
2021
Q4 		– Sell
-123,142
Closed -$10M – 417
2021
Q3 		$10M Sell
123,142
-37,208
-23% -$3.08M 0.21% 113
2021
Q2 		$13.1M Buy
160,350
+17,166
+12% +$1.34M 0.3% 95
2021
Q1 		$10.5M Buy
143,184
+12,972
+10% +$923K 0.27% 98
2020
Q4 		$8.63M Buy
+130,212
New +$8.29M 0.24% 102
2018
Q4 		– Sell
-102,389
Closed -$5.02M – 101
2018
Q3 		$5.02M Buy
+102,389
New +$5.06M 0.35% 54

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return