Sterling Investment Advisors (Pennsylvania)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021 Q4	–	Sell	-415	Closed	-$33K	–	623
2021 Q3	$33K	Hold	415	–	–	0.01%	301
2021 Q2	$34K	Hold	415	–	–	0.01%	299
2021 Q1	$30K	Hold	415	–	–	0.01%	288
2020 Q4	$28K	Hold	415	–	–	0.01%	279
2020 Q3	$25K	Hold	415	–	–	0.01%	267
2020 Q2	$22K	Hold	415	–	–	0.01%	285
2020 Q1	$18K	Hold	415	–	–	0.01%	275
2019 Q4	$22K	Hold	415	–	–	0.01%	288
2019 Q3	$21K	Hold	415	–	–	0.01%	287
2019 Q2	$20K	Buy	+415	New	+$20.2K	0.01%	297

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

RJA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XLC Position: Q4 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2021, closing a stake of 415 shares — an estimated $33K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XLC in Q2 2019 and held it in 10 quarters. The position peaked at $34K in Q2 2021. 710 funds tracked by Wall St. Rank hold XLC as of Q4 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 415 State Street Communication Services Select Sector SPDR ETF shares in Q4 2021, an estimated $33K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and held it in 10 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street Communication Services Select Sector SPDR ETF position peaked at $34K in Q2 2021.
710 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2021, filed 2 Feb 2022.