Raymond James Financial Services Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Raymond James Financial Services Advisors’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	-10,100	Closed	-$9K	–	3413
2022 Q2	$9K	Buy	+10,100	New	+$608K	﹤0.01%	3214
2022 Q1	–	Sell	-14,600	Closed	-$3K	–	3487
2021 Q4	$3K	Buy	+14,600	New	+$1.15M	﹤0.01%	3292
2020 Q4	–	Sell	-16,900	Closed	-$3K	–	3096
2020 Q3	$3K	Sell	16,900 -100	-0.6%	-$5.92K	﹤0.01%	2866
2020 Q2	$3K	Buy	+17,000	New	+$873K	﹤0.01%	2811

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

Barclays London, United Kingdom $416B AUM 33.63% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors's XLC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 38% in Q3 2024, buying an estimated $21.1M and bringing the position to 892,580 shares worth $80.7M. The position accounts for 0.11% of the portfolio, ranked #174.

Raymond James Financial Services Advisors first reported a position in XLC in Q3 2018 and has held it in 25 quarters since. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

Raymond James Financial Services Advisors held 892,580 shares of State Street Communication Services Select Sector SPDR ETF worth $80.7M as of Q3 2024.
Raymond James Financial Services Advisors bought 244,770 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $21.1M.
State Street Communication Services Select Sector SPDR ETF made up 0.11% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #174 holding.
Raymond James Financial Services Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 25 quarters since.
958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.