Royal Harbor Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Royal Harbor Partners’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 Q3	–	Sell	-32,729	Closed	-$2.13M	–	68
2023 Q2	$2.13M	Buy	32,729 +1,982	+6%	+$121K	1.04%	28
2023 Q1	$1.78M	Buy	+30,747	New	+$1.67M	0.96%	30
2022 Q2	–	Sell	-19,052	Closed	-$1.31M	–	84
2022 Q1	$1.31M	Buy	19,052 +256	+1%	+$18K	0.84%	34
2021 Q4	$1.46M	Sell	18,796 -16,754	-47%	-$1.32M	0.93%	34
2021 Q3	$2.85M	Buy	+35,550	New	+$2.94M	2.03%	16
2021 Q1	–	Sell	-36,491	Closed	-$2.46M	–	86
2020 Q4	$2.46M	Sell	36,491 -7,015	-16%	-$446K	2.06%	10
2020 Q3	$2.58M	Sell	43,506 -4,855	-10%	-$288K	2.42%	7
2020 Q2	$2.61M	Sell	48,361 -5,808	-11%	-$298K	2.58%	8
2020 Q1	$2.4M	Buy	54,169 +3,966	+8%	+$205K	2.77%	8
2019 Q4	$2.69M	Buy	+50,203	New	+$2.59M	2.59%	15

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Harbor Partners's XLC Position: Q3 2023 in Review

Royal Harbor Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 32,729 shares — an estimated $2.13M sold.

Royal Harbor Partners first reported a position in XLC in Q4 2019 and held it in 10 quarters. The position peaked at $2.85M in Q3 2021. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

Royal Harbor Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Royal Harbor Partners sold 32,729 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $2.13M.
Royal Harbor Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 10 quarters.
Royal Harbor Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $2.85M in Q3 2021.
743 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on Royal Harbor Partners's 13F filing for Q3 2023, filed 14 Nov 2023.