SL Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

SL Advisors’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
2020 Q1	–	Sell	-5,322	Closed	-$285K	–	50
2019 Q4	$285K	Buy	+5,322	New	+$274K	0.7%	46
2019 Q3	–	Sell	-5,322	Closed	-$262K	–	54
2019 Q2	$262K	Sell	5,322 -202	-4%	-$9.82K	0.45%	54
2019 Q1	$258K	Hold	5,524	–	–	0.4%	54
2018 Q4	$228K	Buy	+5,524	New	+$248K	0.47%	51

Other funds holding XLC

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SL Advisors's XLC Position: Q1 2020 in Review

SL Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2020, closing a stake of 5,322 shares — an estimated $285K sold.

SL Advisors first reported a position in XLC in Q4 2018 and held it in 4 quarters. The position peaked at $285K in Q4 2019. 395 funds tracked by Wall St. Rank hold XLC as of Q1 2020.

SL Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
SL Advisors sold 5,322 State Street Communication Services Select Sector SPDR ETF shares in Q1 2020, an estimated $285K.
SL Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 4 quarters.
SL Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $285K in Q4 2019.
395 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2020.

Based on SL Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.