SageGuard Financial Group’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
2021
Q3
$354K Sell
4,423
-2,131
-33% -$176K 5.55% 6
2021
Q2
$531K Buy
6,554
+203
+3% +$15.8K 0.24% 73
2021
Q1
$468K Buy
6,351
+224
+4% +$15.9K 0.22% 79
2020
Q4
$416K Buy
+6,127
New +$390K 0.2% 76

Other funds holding XLC

SageGuard Financial Group's XLC Position: Q3 2021 in Review

SageGuard Financial Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 33% in Q3 2021, selling an estimated $176K and leaving 4,423 shares worth $354K. The position accounts for 5.55% of the portfolio, ranked #6.

SageGuard Financial Group first reported a position in XLC in Q4 2020 and has held it in 4 quarters since. The position peaked at $531K in Q2 2021. 653 funds tracked by Wall St. Rank hold XLC as of Q3 2021.

  • SageGuard Financial Group held 4,423 shares of State Street Communication Services Select Sector SPDR ETF worth $354K as of Q3 2021.
  • SageGuard Financial Group sold 2,131 State Street Communication Services Select Sector SPDR ETF shares in Q3 2021, an estimated $176K.
  • State Street Communication Services Select Sector SPDR ETF made up 5.55% of SageGuard Financial Group's portfolio in Q3 2021, its #6 holding.
  • SageGuard Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 4 quarters since.
  • SageGuard Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $531K in Q2 2021.
  • 653 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2021.

Based on SageGuard Financial Group's 13F filing for Q3 2021, filed 15 Nov 2021.