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

Shepherd Financial Partners’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
2022 Q1	–	Sell	-2,790	Closed	-$217K	–	172
2021 Q4	$217K	Hold	2,790	–	–	0.04%	145
2021 Q3	$224K	Hold	2,790	–	–	0.04%	143
2021 Q2	$226K	Buy	+2,790	New	+$217K	0.04%	141

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Shepherd Financial Partners's XLC Position: Q1 2022 in Review

Shepherd Financial Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2022, closing a stake of 2,790 shares — an estimated $217K sold.

Shepherd Financial Partners first reported a position in XLC in Q2 2021 and held it in 3 quarters. The position peaked at $226K in Q2 2021. 659 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

Shepherd Financial Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Shepherd Financial Partners sold 2,790 State Street Communication Services Select Sector SPDR ETF shares in Q1 2022, an estimated $217K.
Shepherd Financial Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
Shepherd Financial Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $226K in Q2 2021.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on Shepherd Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.