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

Texas Capital Bank Wealth Management Services’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 Q1	–	Sell	-8,226	Closed	-$598K	–	229
2023 Q4	$598K	Sell	8,226 -19,716	-71%	-$1.36M	0.07%	99
2023 Q3	$1.83M	Sell	27,942 -93,852	-77%	-$6.26M	0.23%	57
2023 Q2	$7.93M	Buy	+121,794	New	+$7.42M	0.85%	39
2021 Q2	–	Sell	-97,123	Closed	-$7.12M	–	145
2021 Q1	$7.12M	Buy	97,123 +5,153	+6%	+$367K	1.02%	21
2020 Q4	$6.21M	Buy	91,970 +55,112	+150%	+$3.51M	0.91%	24
2020 Q3	$2.19M	Buy	36,858 +2,061	+6%	+$122K	0.36%	56
2020 Q2	$1.88M	Sell	34,797 -28	-0.1%	-$1.44K	0.42%	48
2020 Q1	$1.54M	Buy	34,825 +157	+0.5%	+$8.12K	0.44%	49
2019 Q4	$1.86M	Buy	+34,668	New	+$1.79M	0.41%	50

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

Barclays London, United Kingdom $416B AUM 33.63% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's XLC Position: Q1 2024 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2024, closing a stake of 8,226 shares — an estimated $598K sold.

Texas Capital Bank Wealth Management Services first reported a position in XLC in Q4 2019 and held it in 9 quarters. The position peaked at $7.93M in Q2 2023. 903 funds tracked by Wall St. Rank hold XLC as of Q1 2024.

Texas Capital Bank Wealth Management Services reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 8,226 State Street Communication Services Select Sector SPDR ETF shares in Q1 2024, an estimated $598K.
Texas Capital Bank Wealth Management Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Texas Capital Bank Wealth Management Services's State Street Communication Services Select Sector SPDR ETF position peaked at $7.93M in Q2 2023.
903 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2024, filed 13 May 2024.