TWA
XLC icon

TCI Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

TCI Wealth 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
-478
Closed -$37K – 2485
2021
Q4 		$37K Sell
478
-202
-30% -$16K 0.01% 482
2021
Q3 		$54K Buy
+680
New +$56.3K 0.01% 397
2020
Q2 		– Sell
-51
Closed -$2K – 1692
2020
Q1 		$2K Sell
51
-448
-90% -$23.2K ﹤0.01% 1126
2019
Q4 		$27K Buy
499
+51
+11% +$2.63K 0.01% 499
2019
Q3 		$22K Hold
448
– – 0.01% 476
2019
Q2 		$22K Buy
448
+424
+1,767% +$20.6K 0.01% 459
2019
Q1 		$1K Buy
+24
New +$1.09K ﹤0.01% 1332

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 $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $74.1B AUM 21.09% 1-Year Est. Return