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Psagot Value Holdings’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Psagot Value Holdings’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
2024
Q1 		– Sell
-4,086
Closed -$299K – 538
2023
Q4 		$299K Buy
4,086
+2,200
+117% +$151K 0.13% 132
2023
Q3 		$124K Buy
1,886
+138
+8% +$9.21K 0.06% 197
2023
Q2 		$113K Sell
1,748
-46
-3% -$2.8K 0.06% 208
2023
Q1 		$101K Sell
1,794
-899
-33% -$48.8K 0.04% 220
2022
Q4 		$129K Sell
2,693
-12,608
-82% -$617K 0.04% 229
2022
Q3 		$733K Sell
15,301
-6,906
-31% -$380K 0.21% 78
2022
Q2 		$1.21M Buy
22,207
+31
+0.1% +$1.87K 0.28% 66
2022
Q1 		$1.52M Buy
+22,176
New +$1.56M 0.34% 58
2021
Q4 		– Sell
-542
Closed -$43K – 459
2021
Q3 		$43K Sell
542
-5,056
-90% -$419K 0.01% 334
2021
Q2 		$453K Sell
5,598
-1,783,950
-100% -$139M 0.02% 226
2021
Q1 		$131M Sell
1,789,548
-183,624
-9% -$13.1M 2.95% 5
2020
Q4 		$133M Sell
1,973,172
-40,791
-2% -$2.6M 3.08% 6
2020
Q3 		$120M Buy
2,013,963
+1,314,551
+188% +$77.9M 3.01% 7
2020
Q2 		$37.8M Sell
699,412
-41,668
-6% -$2.14M 1.05% 26
2020
Q1 		$32.8M Buy
741,080
+1,802
+0.2% +$93.2K 1.34% 19
2019
Q4 		$39.6M Buy
739,278
+672,187
+1,002% +$34.6M 1.34% 17
2019
Q3 		$3.32M Buy
67,091
+37
+0.1% +$1.85K 0.14% 102
2019
Q2 		$3.3M Sell
67,054
-570
-0.8% -$27.7K 0.13% 106
2019
Q1 		$3.16M Sell
67,624
-31,035
-31% -$1.41M 0.13% 107
2018
Q4 		$4.07M Buy
+98,659
New +$4.42M 0.19% 94

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 $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
CM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Psagot Value Holdings's XLC Position: Q1 2024 in Review

Psagot Value Holdings sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 4,086 shares — an estimated $299K sold.

Psagot Value Holdings first reported a position in XLC in Q4 2018 and held it in 20 quarters. The position peaked at $133M in Q4 2020. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

  • Psagot Value Holdings reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 4,086 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $299K.
  • Psagot Value Holdings first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 20 quarters.
  • Psagot Value Holdings's State Street Communication Services Select Sector SPDR ETF position peaked at $133M in Q4 2020.
  • 903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.