TD Ameritrade Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

TD Ameritrade Investment 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	-426,754	Closed	-$27.8M	–	520
2023 Q2	$27.8M	Sell	426,754 -50,685	-11%	-$3.09M	0.3%	41
2023 Q1	$27.7M	Sell	477,439 -25,052	-5%	-$1.36M	0.28%	43
2022 Q4	$24.1M	Buy	502,491 +28,399	+6%	+$1.39M	0.24%	51
2022 Q3	$22.7M	Buy	474,092 +6,926	+1%	+$381K	0.23%	55
2022 Q2	$25.4M	Buy	467,166 +17,343	+4%	+$1.04M	0.23%	57
2022 Q1	$30.9M	Sell	449,823 -228,023	-34%	-$16.1M	0.23%	56
2021 Q4	$52.7M	Buy	677,846 +329,496	+95%	+$26M	0.37%	43
2021 Q3	$20.7M	Sell	348,350 -458,073	-57%	-$37.9M	0.17%	57
2021 Q2	$65.3M	Buy	806,423 +256,368	+47%	+$20M	0.46%	39
2021 Q1	$37.1M	Hold	550,055	–	–	0.28%	49
2020 Q4	$37.1M	Buy	550,055 +201,705	+58%	+$12.8M	0.28%	49
2020 Q3	$20.7M	Buy	348,350 +111,182	+47%	+$6.58M	0.17%	57
2020 Q2	$12.8M	Sell	237,168 -20,325	-8%	-$1.04M	0.11%	67
2020 Q1	$11.4M	Sell	257,493 -14,428	-5%	-$746K	0.11%	65
2019 Q4	$14.6M	Sell	271,921 -405	-0.1%	-$20.9K	0.11%	66
2019 Q3	$13.5M	Sell	272,326 -325,818	-54%	-$16.3M	0.11%	66
2019 Q2	$29.4M	Buy	598,144 +6,993	+1%	+$340K	0.24%	47
2019 Q1	$27.6M	Sell	591,151 -3,649	-0.6%	-$166K	0.23%	49
2018 Q4	$24.6M	Buy	+594,800	New	+$26.7M	0.23%	48

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $40.4B AUM 21.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TD Ameritrade Investment Management's XLC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 426,754 shares — an estimated $27.8M sold.

TD Ameritrade Investment Management first reported a position in XLC in Q4 2018 and held it in 19 quarters. The position peaked at $65.3M in Q2 2021. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

TD Ameritrade Investment Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 426,754 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $27.8M.
TD Ameritrade Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 19 quarters.
TD Ameritrade Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $65.3M in Q2 2021.
743 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.