Stephens Consulting’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Stephens Consulting’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 Q1	–	Sell	-757	Closed	-$36.3K	–	533
2022 Q4	$36.3K	Sell	757 -11	-1%	-$539	0.02%	194
2022 Q3	$36.8K	Sell	768 -332	-30%	-$18.3K	0.03%	195
2022 Q2	$59.7K	Buy	1,100 +321	+41%	+$19.3K	0.05%	156
2022 Q1	$53.6K	Buy	+779	New	+$54.9K	0.04%	177

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MIFH

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stephens Consulting's XLC Position: Q1 2023 in Review

Stephens Consulting sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 757 shares — an estimated $36.3K sold.

Stephens Consulting first reported a position in XLC in Q1 2022 and held it in 4 quarters. The position peaked at $59.7K in Q2 2022. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Stephens Consulting reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Stephens Consulting sold 757 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $36.3K.
Stephens Consulting first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Stephens Consulting's State Street Communication Services Select Sector SPDR ETF position peaked at $59.7K in Q2 2022.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Stephens Consulting's 13F filing for Q1 2023, filed 19 Apr 2023.