Rollins Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Rollins Financial’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
2023 Q4	$414K	Buy	5,704 +874	+18%	+$60.1K	0.09%	73
2023 Q3	$317K	Sell	4,830 -401	-8%	-$26.7K	0.08%	81
2023 Q2	$340K	Buy	5,231 +1,503	+40%	+$91.5K	0.09%	74
2023 Q1	$216K	Buy	+3,728	New	+$202K	0.07%	111

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

RJA

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rollins Financial's XLC Position: Q4 2023 in Review

Rollins Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 18% in Q4 2023, buying an estimated $60.1K and bringing the position to 5,704 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #73.

Rollins Financial first reported a position in XLC in Q1 2023 and has held it in 4 quarters since. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

Rollins Financial held 5,704 shares of State Street Communication Services Select Sector SPDR ETF worth $414K as of Q4 2023.
Rollins Financial bought 874 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $60.1K.
State Street Communication Services Select Sector SPDR ETF made up 0.09% of Rollins Financial's portfolio in Q4 2023, its #73 holding.
Rollins Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 4 quarters since.
857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.