QP Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

QP Wealth Management’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 Q1	–	Sell	-4,755	Closed	-$228K	–	75
2022 Q4	$228K	Buy	+4,755	New	+$233K	0.36%	60
2022 Q2	–	Sell	-11,716	Closed	-$806K	–	78
2022 Q1	$806K	Sell	11,716 -390	-3%	-$27.5K	0.9%	35
2021 Q4	$940K	Sell	12,106 -25	-0.2%	-$1.98K	1%	34
2021 Q3	$972K	Buy	12,131 +650	+6%	+$53.8K	1.04%	34
2021 Q2	$930K	Buy	11,481 +332	+3%	+$25.9K	0.95%	35
2021 Q1	$817K	Buy	11,149 +125	+1%	+$8.89K	0.89%	35
2020 Q4	$744K	Sell	11,024 -683	-6%	-$43.5K	0.82%	36
2020 Q3	$695K	Sell	11,707 -5,220	-31%	-$309K	0.89%	30
2020 Q2	$915K	Sell	16,927 -3,804	-18%	-$195K	1.26%	30
2020 Q1	$996K	Buy	20,731 +515	+3%	+$26.6K	1.44%	27
2019 Q4	$1.11M	Buy	+20,216	New	+$1.04M	1.35%	26

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

RJA

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

QP Wealth Management's XLC Position: Q1 2023 in Review

QP Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 4,755 shares — an estimated $228K sold.

QP Wealth Management first reported a position in XLC in Q4 2019 and held it in 11 quarters. The position peaked at $1.11M in Q4 2019. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

QP Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
QP Wealth Management sold 4,755 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $228K.
QP Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
QP Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.11M in Q4 2019.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on QP Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.