Retirement Planning Company of New England’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Retirement Planning Company of New England’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 Q1	–	Sell	-752	Closed	-$58K	–	906
2021 Q4	$58K	Buy	+752	New	+$59.5K	0.03%	383

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Planning Company of New England's XLC Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 752 shares — an estimated $58K sold.

Retirement Planning Company of New England first reported a position in XLC in Q4 2021 and held it in 1 quarter. The position peaked at $58K in Q4 2021. 660 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

Retirement Planning Company of New England reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 752 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $58K.
Retirement Planning Company of New England first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's State Street Communication Services Select Sector SPDR ETF position peaked at $58K in Q4 2021.
660 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.