Signature Wealth Management Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Signature Wealth Management 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
2024 Q4	–	Sell	-2,282	Closed	-$206K	–	111
2024 Q3	$206K	Buy	+2,282	New	+$197K	0.15%	97
2024 Q2	–	Sell	-2,863	Closed	-$234K	–	107
2024 Q1	$234K	Hold	2,863	–	–	0.19%	88
2023 Q4	$208K	Buy	+2,863	New	+$197K	0.18%	90

Other funds holding XLC

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Signature Wealth Management Partners's XLC Position: Q4 2024 in Review

Signature Wealth Management Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024, closing a stake of 2,282 shares — an estimated $206K sold.

Signature Wealth Management Partners first reported a position in XLC in Q4 2023 and held it in 3 quarters. The position peaked at $234K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

Signature Wealth Management Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Signature Wealth Management Partners sold 2,282 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $206K.
Signature Wealth Management Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
Signature Wealth Management Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $234K in Q1 2024.
1,051 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Signature Wealth Management Partners's 13F filing for Q4 2024, filed 23 Jan 2025.