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

Safeguard 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
Q3 		– Sell
-107
Closed -$6K – 567
2023
Q2 		$6K Buy
+107
New +$6.52K ﹤0.01% 387

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Safeguard Financial's XLC Position: Q3 2023 in Review

Safeguard Financial sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 107 shares — an estimated $6K sold.

Safeguard Financial first reported a position in XLC in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

  • Safeguard Financial reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 107 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $6K.
  • Safeguard Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's State Street Communication Services Select Sector SPDR ETF position peaked at $6K in Q2 2023.
  • 743 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.