Retirement Capital Strategies’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Retirement Capital Strategies’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	–	Sell	-41,672	Closed	-$3.4M	–	85
2024 Q1	$3.4M	Buy	41,672 +37,284	+850%	+$2.9M	1.39%	20
2023 Q4	$319K	Sell	4,388 -42,026	-91%	-$2.89M	0.14%	65
2023 Q3	$3.04M	Buy	+46,414	New	+$3.1M	1.43%	17

Other funds holding XLC

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Retirement Capital Strategies's XLC Position: Q2 2024 in Review

Retirement Capital Strategies sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024, closing a stake of 41,672 shares — an estimated $3.4M sold.

Retirement Capital Strategies first reported a position in XLC in Q3 2023 and held it in 3 quarters. The position peaked at $3.4M in Q1 2024. 928 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

Retirement Capital Strategies reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Retirement Capital Strategies sold 41,672 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $3.4M.
Retirement Capital Strategies first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and held it in 3 quarters.
Retirement Capital Strategies's State Street Communication Services Select Sector SPDR ETF position peaked at $3.4M in Q1 2024.
928 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Retirement Capital Strategies's 13F filing for Q2 2024, filed 14 Aug 2024.