Sugarloaf Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Sugarloaf Wealth Management’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 Q3	–	Sell	-206	Closed	-$13.4K	–	703
2023 Q2	$13.4K	Buy	206 +1	+0.5%	+$61	﹤0.01%	441
2023 Q1	$11.9K	Hold	205	–	–	﹤0.01%	450
2022 Q4	$9.84K	Hold	205	–	–	﹤0.01%	500
2022 Q3	$10K	Hold	205	–	–	﹤0.01%	530
2022 Q2	$11K	Buy	205 +1	+0.5%	+$60	﹤0.01%	521
2022 Q1	$14K	Hold	204	–	–	﹤0.01%	459
2021 Q4	$16K	Buy	204 +1	+0.5%	+$79	﹤0.01%	462
2021 Q3	$16K	Hold	203	–	–	﹤0.01%	474
2021 Q2	$16K	Sell	203 -1,727	-89%	-$134K	﹤0.01%	455
2021 Q1	$15K	Buy	1,930 +1,729	+860%	+$123K	﹤0.01%	462
2020 Q4	$14K	Hold	201	–	–	﹤0.01%	448
2020 Q3	$12K	Hold	201	–	–	﹤0.01%	440
2020 Q2	$11K	Hold	201	–	–	﹤0.01%	443
2020 Q1	$9K	Buy	+201	New	+$10.4K	﹤0.01%	455

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sugarloaf Wealth Management's XLC Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 206 shares — an estimated $13.4K sold.

Sugarloaf Wealth Management first reported a position in XLC in Q1 2020 and held it in 14 quarters. The position peaked at $16K in Q4 2021. 742 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

Sugarloaf Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 206 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $13.4K.
Sugarloaf Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and held it in 14 quarters.
Sugarloaf Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $16K in Q4 2021.
742 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.