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Steel Grove Capital Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Steel Grove Capital 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
2019
Q1 		– Sell
-41,236
Closed -$1.7M – 279
2018
Q4 		$1.7M Buy
+41,236
New +$1.85M 0.24% 100

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Steel Grove Capital Advisors's XLC Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2019, closing a stake of 41,236 shares — an estimated $1.7M sold.

Steel Grove Capital Advisors first reported a position in XLC in Q4 2018 and held it in 1 quarter. The position peaked at $1.7M in Q4 2018. 304 funds tracked by Wall St. Rank hold XLC as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 41,236 State Street Communication Services Select Sector SPDR ETF shares in Q1 2019, an estimated $1.7M.
  • Steel Grove Capital Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 1 quarter.
  • Steel Grove Capital Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $1.7M in Q4 2018.
  • 304 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.