PrairieView Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

PrairieView Partners’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
2023 Q3	–	Sell	-372	Closed	-$24K	–	479
2023 Q2	$24K	Hold	372	–	–	﹤0.01%	257
2023 Q1	$21K	Hold	372	–	–	﹤0.01%	252
2022 Q4	$17K	Hold	372	–	–	﹤0.01%	280
2022 Q3	$18K	Hold	372	–	–	﹤0.01%	260
2022 Q2	$20K	Hold	372	–	–	﹤0.01%	270
2022 Q1	$26K	Buy	+372	New	+$26.2K	﹤0.01%	258

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PrairieView Partners's XLC Position: Q3 2023 in Review

PrairieView Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 372 shares — an estimated $24K sold.

PrairieView Partners first reported a position in XLC in Q1 2022 and held it in 6 quarters. The position peaked at $26K in Q1 2022. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

PrairieView Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 372 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $24K.
PrairieView Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
PrairieView Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $26K in Q1 2022.
743 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.