Tilia Fiduciary Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Tilia Fiduciary Partners’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	-166	Closed	-$10.8K	–	509
2023 Q2	$10.8K	Hold	166	–	–	0.01%	369
2023 Q1	$9.62K	Hold	166	–	–	0.01%	372
2022 Q4	$7.97K	Hold	166	–	–	0.01%	374
2022 Q3	$8K	Hold	166	–	–	0.01%	393
2022 Q2	$9K	Hold	166	–	–	0.01%	394
2022 Q1	$11K	Sell	166 -4	-2%	-$282	0.01%	394
2021 Q4	$13K	Buy	+170	New	+$13.4K	0.01%	392

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

Tilia Fiduciary Partners's XLC Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 166 shares — an estimated $10.8K sold.

Tilia Fiduciary Partners first reported a position in XLC in Q4 2021 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 744 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

Tilia Fiduciary Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 166 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $10.8K.
Tilia Fiduciary Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $13K in Q4 2021.
744 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.