RPWA
XLC icon

Regent Peak Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-663
Closed -$45K – 1023
2020
Q4 		$45K Buy
+663
New +$42.2K 0.02% 323

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Regent Peak Wealth Advisors's XLC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2021, closing a stake of 663 shares — an estimated $45K sold.

Regent Peak Wealth Advisors first reported a position in XLC in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 581 funds tracked by Wall St. Rank hold XLC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 663 State Street Communication Services Select Sector SPDR ETF shares in Q1 2021, an estimated $45K.
  • Regent Peak Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $45K in Q4 2020.
  • 581 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.