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Steph & Co’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Steph & Co’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
2023
Q4 		– Sell
-238
Closed -$15.6K – 295
2023
Q3 		$15.6K Buy
+238
New +$15.9K 0.01% 215
2023
Q1 		– Sell
-839
Closed -$40K – 248
2022
Q4 		$40K Buy
+839
New +$41.1K 0.03% 168

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steph & Co's XLC Position: Q4 2023 in Review

Steph & Co sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 238 shares — an estimated $15.6K sold.

Steph & Co first reported a position in XLC in Q4 2022 and held it in 2 quarters. The position peaked at $40K in Q4 2022. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

  • Steph & Co reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 238 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $15.6K.
  • Steph & Co first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Steph & Co's State Street Communication Services Select Sector SPDR ETF position peaked at $40K in Q4 2022.
  • 857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.