Simplicity Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-69,392	Closed	-$4.68M	–	999
2020 Q4	$4.68M	Sell	69,392 -5,933	-8%	-$378K	0.07%	236
2020 Q3	$4.47M	Buy	75,325 +45,495	+153%	+$2.69M	0.08%	205
2020 Q2	$1.61M	Buy	+29,830	New	+$1.53M	0.03%	351
2019 Q3	–	Sell	-10,019	Closed	-$493K	–	784
2019 Q2	$493K	Buy	+10,019	New	+$487K	0.02%	351

Other funds holding XLC

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 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

RJA

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

Simplicity Solutions's XLC Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2021, closing a stake of 69,392 shares — an estimated $4.68M sold.

Simplicity Solutions first reported a position in XLC in Q2 2019 and held it in 4 quarters. The position peaked at $4.68M in Q4 2020. 580 funds tracked by Wall St. Rank hold XLC as of Q1 2021.

Simplicity Solutions reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 69,392 State Street Communication Services Select Sector SPDR ETF shares in Q1 2021, an estimated $4.68M.
Simplicity Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
Simplicity Solutions's State Street Communication Services Select Sector SPDR ETF position peaked at $4.68M in Q4 2020.
580 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.