Relyea Zuckerberg Hanson’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Relyea Zuckerberg Hanson’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 Q4	–	Sell	-9,645	Closed	-$462K	–	172
2022 Q3	$462K	Hold	9,645	–	–	0.17%	86
2022 Q2	$523K	Hold	9,645	–	–	0.19%	82
2022 Q1	$652K	Sell	9,645 -1,454	-13%	-$102K	0.21%	73
2021 Q4	$802K	Hold	11,099	–	–	0.29%	61
2021 Q3	$889K	Buy	+11,099	New	+$919K	0.35%	50

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Relyea Zuckerberg Hanson's XLC Position: Q4 2022 in Review

Relyea Zuckerberg Hanson sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 9,645 shares — an estimated $462K sold.

Relyea Zuckerberg Hanson first reported a position in XLC in Q3 2021 and held it in 5 quarters. The position peaked at $889K in Q3 2021. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

Relyea Zuckerberg Hanson reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 9,645 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $462K.
Relyea Zuckerberg Hanson first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 5 quarters.
Relyea Zuckerberg Hanson's State Street Communication Services Select Sector SPDR ETF position peaked at $889K in Q3 2021.
649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2022, filed 18 Jan 2023.