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

Summit Trail 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
2024
Q4 		– Sell
-2,808
Closed -$254K – 793
2024
Q3 		$254K Hold
2,808
– – 0.01% 597
2024
Q2 		$241K Sell
2,808
-289
-9% -$23.8K 0.01% 544
2024
Q1 		$253K Hold
3,097
– – 0.01% 507
2023
Q4 		$225K Buy
+3,097
New +$213K 0.01% 467

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Trail Advisors's XLC Position: Q4 2024 in Review

Summit Trail Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024, closing a stake of 2,808 shares — an estimated $254K sold.

Summit Trail Advisors first reported a position in XLC in Q4 2023 and held it in 4 quarters. The position peaked at $254K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

  • Summit Trail Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 2,808 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $254K.
  • Summit Trail Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
  • Summit Trail Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $254K in Q3 2024.
  • 1,053 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on Summit Trail Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.