St. Louis Financial Planners Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

St. Louis Financial Planners Asset Management’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	–	Sell	-17,532	Closed	-$1.5M	–	41
2024 Q2	$1.5M	Buy	+17,532	New	+$1.44M	1.29%	31
2024 Q1	–	Sell	-16,187	Closed	-$1.18M	–	44
2023 Q4	$1.18M	Buy	+16,187	New	+$1.11M	1.1%	33
2023 Q2	–	Sell	-14,276	Closed	-$828K	–	43
2023 Q1	$828K	Buy	+14,276	New	+$775K	0.94%	35

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

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

St. Louis Financial Planners Asset Management's XLC Position: Q3 2024 in Review

St. Louis Financial Planners Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 17,532 shares — an estimated $1.5M sold.

St. Louis Financial Planners Asset Management first reported a position in XLC in Q1 2023 and held it in 3 quarters. The position peaked at $1.5M in Q2 2024. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

St. Louis Financial Planners Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 17,532 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $1.5M.
St. Louis Financial Planners Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 3 quarters.
St. Louis Financial Planners Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.5M in Q2 2024.
958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q3 2024, filed 8 Oct 2024.