Private Capital Management (Florida)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Private Capital Management (Florida)’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	-3,733	Closed	-$243K	–	157
2023 Q2	$243K	Hold	3,733	–	–	0.03%	125
2023 Q1	$216K	Sell	3,733 -1,167	-24%	-$63.4K	0.03%	117
2022 Q4	$235K	Hold	4,900	–	–	0.03%	109
2022 Q3	$235K	Hold	4,900	–	–	0.03%	130
2022 Q2	$266K	Hold	4,900	–	–	0.04%	91
2022 Q1	$337K	Buy	+4,900	New	+$345K	0.05%	74

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

Private Capital Management (Florida)'s XLC Position: Q3 2023 in Review

Private Capital Management (Florida) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 3,733 shares — an estimated $243K sold.

Private Capital Management (Florida) first reported a position in XLC in Q1 2022 and held it in 6 quarters. The position peaked at $337K in Q1 2022. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

Private Capital Management (Florida) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Private Capital Management (Florida) sold 3,733 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $243K.
Private Capital Management (Florida) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
Private Capital Management (Florida)'s State Street Communication Services Select Sector SPDR ETF position peaked at $337K 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 Private Capital Management (Florida)'s 13F filing for Q3 2023, filed 14 Nov 2023.