Stillwater Investment Management (Minnesota)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Stillwater Investment Management (Minnesota)’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	$1.76M	Buy	30,400 +9	+0%	+$489	0.47%	43
2022 Q4	$1.46M	Buy	30,391 +1,048	+4%	+$51.3K	0.41%	46
2022 Q3	$1.41M	Buy	29,343 +2,307	+9%	+$127K	0.43%	45
2022 Q2	$1.47M	Buy	27,036 +1,914	+8%	+$115K	0.43%	46
2022 Q1	$1.73M	Buy	25,122 +63	+0.3%	+$4.44K	0.44%	44
2021 Q4	$1.95M	Buy	25,059 +624	+3%	+$49.3K	0.48%	42
2021 Q3	$1.96M	Buy	24,435 +293	+1%	+$24.3K	0.52%	41
2021 Q2	$1.96M	Buy	24,142 +502	+2%	+$39.1K	0.52%	42
2021 Q1	$1.73M	Buy	23,640 +43	+0.2%	+$3.06K	0.5%	43
2020 Q4	$1.59M	Buy	23,597 +1,524	+7%	+$97K	0.49%	43
2020 Q3	$1.31M	Buy	22,073 +49	+0.2%	+$2.9K	0.47%	44
2020 Q2	$1.19M	Sell	22,024 -904	-4%	-$46.4K	0.47%	45
2020 Q1	$1.01M	Buy	22,928 +10,705	+88%	+$554K	0.48%	47
2019 Q4	$656K	Buy	12,223 +4,363	+56%	+$225K	0.25%	53
2019 Q3	$389K	Buy	7,860 +537	+7%	+$26.9K	0.16%	56
2019 Q2	$360K	Buy	7,323 +1,965	+37%	+$95.5K	0.15%	57
2019 Q1	$251K	Buy	+5,358	New	+$244K	0.1%	62

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

Stillwater Investment Management (Minnesota)'s XLC Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.03% in Q1 2023, buying an estimated $489 and bringing the position to 30,400 shares worth $1.76M. The position accounts for 0.47% of the portfolio, ranked #43.

Stillwater Investment Management (Minnesota) first reported a position in XLC in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.96M in Q3 2021. 653 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Stillwater Investment Management (Minnesota) held 30,400 shares of State Street Communication Services Select Sector SPDR ETF worth $1.76M as of Q1 2023.
Stillwater Investment Management (Minnesota) bought 9 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $489.
State Street Communication Services Select Sector SPDR ETF made up 0.47% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #43 holding.
Stillwater Investment Management (Minnesota) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 17 quarters since.
Stillwater Investment Management (Minnesota)'s State Street Communication Services Select Sector SPDR ETF position peaked at $1.96M in Q3 2021.
653 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.