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

Physicians Financial Services’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 Q1	–	Sell	-4,400	Closed	-$297K	–	118
2020 Q4	$297K	Hold	4,400	–	–	0.14%	94
2020 Q3	$261K	Hold	4,400	–	–	0.13%	96
2020 Q2	$238K	Buy	+4,400	New	+$226K	0.13%	98
2020 Q1	–	Sell	-4,400	Closed	-$236K	–	121
2019 Q4	$236K	Hold	4,400	–	–	0.13%	112
2019 Q3	$218K	Hold	4,400	–	–	0.12%	110
2019 Q2	$217K	Buy	+4,400	New	+$214K	0.13%	114

Other funds holding XLC

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RJA

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

Physicians Financial Services's XLC Position: Q1 2021 in Review

Physicians Financial Services sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2021, closing a stake of 4,400 shares — an estimated $297K sold.

Physicians Financial Services first reported a position in XLC in Q2 2019 and held it in 6 quarters. The position peaked at $297K in Q4 2020. 580 funds tracked by Wall St. Rank hold XLC as of Q1 2021.

Physicians Financial Services reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Physicians Financial Services sold 4,400 State Street Communication Services Select Sector SPDR ETF shares in Q1 2021, an estimated $297K.
Physicians Financial Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and held it in 6 quarters.
Physicians Financial Services's State Street Communication Services Select Sector SPDR ETF position peaked at $297K in Q4 2020.
580 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2021.

Based on Physicians Financial Services's 13F filing for Q1 2021, filed 21 May 2021.