PAI
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Pittenger & Anderson Inc’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Pittenger & Anderson Inc’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
Q3 		– Sell
-85
Closed -$5K – 485
2022
Q2 		$5K Hold
85
– – ﹤0.01% 383
2022
Q1 		$6K Hold
85
– – ﹤0.01% 376
2021
Q4 		$7K Hold
85
– – ﹤0.01% 375
2021
Q3 		$7K Hold
85
– – ﹤0.01% 378
2021
Q2 		$7K Hold
85
– – ﹤0.01% 347
2021
Q1 		$6K Sell
85
-105
-55% -$7.47K ﹤0.01% 339
2020
Q4 		$13K Hold
190
– – ﹤0.01% 309
2020
Q3 		$11K Hold
190
– – ﹤0.01% 302
2020
Q2 		$10K Sell
190
-525
-73% -$26.9K ﹤0.01% 297
2020
Q1 		$32K Buy
+715
New +$37K ﹤0.01% 254

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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