Selective Wealth Management’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
-386
Closed -$18K 742
2022
Q3
$18K Buy
386
+303
+365% +$16.7K 0.01% 440
2022
Q2
$5K Buy
+83
New +$5K ﹤0.01% 641

Other funds holding XLC

Selective Wealth Management's XLC Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 386 shares — an estimated $18K sold.

Selective Wealth Management first reported a position in XLC in Q2 2022 and held it in 2 quarters. The position peaked at $18K in Q3 2022. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

  • Selective Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 386 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $18K.
  • Selective Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $18K in Q3 2022.
  • 649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.