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

Source Financial 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
2024
Q3 		$358K Sell
3,955
-320
-7% -$27.6K 0.11% 85
2024
Q2 		$366K Sell
4,275
-148
-3% -$12.2K 0.11% 81
2024
Q1 		$361K Sell
4,423
-3,056
-41% -$238K 0.11% 86
2023
Q4 		$543K Buy
7,479
+2,865
+62% +$197K 0.17% 75
2023
Q3 		$303K Sell
4,614
-705
-13% -$47K 0.1% 101
2023
Q2 		$346K Sell
5,319
-254
-5% -$15.5K 0.11% 99
2023
Q1 		$323K Sell
5,573
-238
-4% -$12.9K 0.11% 96
2022
Q4 		$279K Buy
5,811
+36
+0.6% +$1.76K 0.1% 106
2022
Q3 		$277K Sell
5,775
-674
-10% -$37.1K 0.11% 93
2022
Q2 		$350K Sell
6,449
-249
-4% -$15K 0.14% 87
2022
Q1 		$461K Sell
6,698
-315
-4% -$22.2K 0.14% 81
2021
Q4 		$545K Sell
7,013
-189
-3% -$14.9K 0.15% 70
2021
Q3 		$577K Sell
7,202
-158
-2% -$13.1K 0.15% 66
2021
Q2 		$596K Buy
7,360
+496
+7% +$38.6K 0.15% 67
2021
Q1 		$503K Buy
6,864
+22
+0.3% +$1.56K 0.13% 73
2020
Q4 		$462K Buy
+6,842
New +$435K 0.12% 77

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Source Financial Advisors's XLC Position: Q3 2024 in Review

Source Financial Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.5% in Q3 2024, selling an estimated $27.6K and leaving 3,955 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #85.

Source Financial Advisors first reported a position in XLC in Q4 2020 and has held it in 16 quarters since. The position peaked at $596K in Q2 2021. 957 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • Source Financial Advisors held 3,955 shares of State Street Communication Services Select Sector SPDR ETF worth $358K as of Q3 2024.
  • Source Financial Advisors sold 320 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $27.6K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.11% of Source Financial Advisors's portfolio in Q3 2024, its #85 holding.
  • Source Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $596K in Q2 2021.
  • 957 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.