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

Summit Place 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
2022
Q1 		– Sell
-5,655
Closed -$439K – 114
2021
Q4 		$439K Sell
5,655
-275
-5% -$21.7K 0.3% 78
2021
Q3 		$475K Sell
5,930
-850
-13% -$70.4K 0.35% 75
2021
Q2 		$549K Sell
6,780
-175
-3% -$13.6K 0.4% 71
2021
Q1 		$510K Sell
6,955
-4,925
-41% -$350K 0.41% 75
2020
Q4 		$802K Sell
11,880
-7,275
-38% -$463K 0.7% 54
2020
Q3 		$1.14M Buy
19,155
+530
+3% +$31.4K 1.14% 41
2020
Q2 		$1.01M Buy
18,625
+8,210
+79% +$421K 1.59% 30
2020
Q1 		$461K Sell
10,415
-2,525
-20% -$131K 0.98% 33
2019
Q4 		$694K Buy
+12,940
New +$667K 1.1% 34

Other funds holding XLC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return