Steward Partners Investment Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Steward Partners Investment Solutions’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 Q1	$8.29M	Buy	101,466 +75,871	+296%	+$5.91M	1.39%	17
2023 Q4	$1.86M	Buy	+25,595	New	+$1.76M	0.78%	33

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

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

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

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

Steward Partners Investment Solutions's XLC Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 296% in Q1 2024, buying an estimated $5.91M and bringing the position to 101,466 shares worth $8.29M. The position accounts for 1.39% of the portfolio, ranked #17.

Steward Partners Investment Solutions first reported a position in XLC in Q4 2023 and has held it in 2 quarters since. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

Steward Partners Investment Solutions held 101,466 shares of State Street Communication Services Select Sector SPDR ETF worth $8.29M as of Q1 2024.
Steward Partners Investment Solutions bought 75,871 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $5.91M.
State Street Communication Services Select Sector SPDR ETF made up 1.39% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #17 holding.
Steward Partners Investment Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 2 quarters since.
903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.