RG
XLC icon

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

Retirement 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
Q1 		$12.2K Hold
150
– – ﹤0.01% 430
2023
Q4 		$10.9K Buy
+150
New +$10.3K ﹤0.01% 431
2022
Q3 		– Sell
-38
Closed -$2K – 818
2022
Q2 		$2K Buy
+38
New +$2.29K ﹤0.01% 649

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Retirement Group's XLC Position: Q1 2024 in Review

Retirement Group held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2024 at 150 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Retirement Group first reported a position in XLC in Q2 2022 and has held it in 3 quarters since. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

  • Retirement Group held 150 shares of State Street Communication Services Select Sector SPDR ETF worth $12.2K as of Q1 2024.
  • Retirement Group left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2024.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #430 holding.
  • Retirement Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and has held it in 3 quarters since.
  • 903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.