Sage Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-250,870
Closed -$12M 50
2022
Q3
$12M Buy
250,870
+138,314
+123% +$7.61M 3.74% 12
2022
Q2
$6.11M Buy
+112,556
New +$6.78M 1.75% 20
2021
Q4
Sell
-110,366
Closed -$8.84M 68
2021
Q3
$8.84M Sell
110,366
-27,549
-20% -$2.28M 2.3% 15
2021
Q2
$11.2M Sell
137,915
-37,698
-21% -$2.94M 3.06% 15
2021
Q1
$12.9M Buy
175,613
+5,588
+3% +$398K 3.13% 13
2020
Q4
$11.5M Buy
+170,025
New +$10.8M 3.03% 13
2018
Q4
Sell
-253,485
Closed -$12.4M 62
2018
Q3
$12.4M Buy
+253,485
New +$12.5M 1.18% 23

Other funds holding XLC

Sage Advisory Services's XLC Position: Q4 2022 in Review

Sage Advisory Services sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 250,870 shares — an estimated $12M sold.

Sage Advisory Services first reported a position in XLC in Q3 2018 and held it in 7 quarters. The position peaked at $12.9M in Q1 2021. 650 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

  • Sage Advisory Services reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Sage Advisory Services sold 250,870 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $12M.
  • Sage Advisory Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and held it in 7 quarters.
  • Sage Advisory Services's State Street Communication Services Select Sector SPDR ETF position peaked at $12.9M in Q1 2021.
  • 650 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Sage Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.