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Relative Value Partners Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Relative Value Partners Group’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
Q2 		$211K Buy
+2,461
New +$203K 0.03% 305

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Relative Value Partners Group's XLC Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024: 2,461 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #305 among its holdings.

928 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

  • Relative Value Partners Group held 2,461 shares of State Street Communication Services Select Sector SPDR ETF worth $211K as of Q2 2024.
  • State Street Communication Services Select Sector SPDR ETF was a new Relative Value Partners Group position in Q2 2024.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Relative Value Partners Group's portfolio in Q2 2024, its #305 holding.
  • 928 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.