Security National Trust’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Security National Trust’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
2021 Q3	$46K	Hold	563	–	–	0.01%	272
2021 Q2	$46K	Hold	563	–	–	0.01%	280
2021 Q1	$41K	Hold	563	–	–	0.01%	279
2020 Q4	$38K	Hold	563	–	–	0.01%	274
2020 Q3	$33K	Hold	563	–	–	0.01%	279
2020 Q2	$30K	Hold	563	–	–	0.01%	289
2020 Q1	$25K	Hold	563	–	–	0.01%	290
2019 Q4	$30K	Buy	+563	New	+$29K	0.01%	291

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Security National Trust's XLC Position: Q3 2021 in Review

Security National Trust held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q3 2021 at 563 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #272.

Security National Trust first reported a position in XLC in Q4 2019 and has held it in 8 quarters since. 653 funds tracked by Wall St. Rank hold XLC as of Q3 2021.

Security National Trust held 563 shares of State Street Communication Services Select Sector SPDR ETF worth $46K as of Q3 2021.
Security National Trust left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q3 2021.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #272 holding.
Security National Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and has held it in 8 quarters since.
653 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.