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Stewardship Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Stewardship Financial 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
2020
Q1 		– Sell
-82
Closed -$4K – 90
2019
Q4 		$4K Buy
+82
New +$4.22K ﹤0.01% 84

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Stewardship Financial Advisors's XLC Position: Q1 2020 in Review

Stewardship Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2020, closing a stake of 82 shares — an estimated $4K sold.

Stewardship Financial Advisors first reported a position in XLC in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 395 funds tracked by Wall St. Rank hold XLC as of Q1 2020.

  • Stewardship Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Stewardship Financial Advisors sold 82 State Street Communication Services Select Sector SPDR ETF shares in Q1 2020, an estimated $4K.
  • Stewardship Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
  • Stewardship Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4K in Q4 2019.
  • 395 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2020.

Based on Stewardship Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.