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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$519K Buy
9,695
+200
+2% +$10.3K 0.29% 73
2019
Q3
$470K Hold
9,495
0.28% 71
2019
Q2
$467K Buy
9,495
+555
+6% +$27K 0.28% 72
2019
Q1
$418K Buy
8,940
+500
+6% +$22.8K 0.26% 74
2018
Q4
$348K Buy
+8,440
New +$378K 0.25% 74

Other funds holding XLC

Torch Wealth Management's XLC Position: Q4 2019 in Review

Torch Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.1% in Q4 2019, buying an estimated $10.3K and bringing the position to 9,695 shares worth $519K. The position accounts for 0.29% of the portfolio, ranked #73.

Torch Wealth Management first reported a position in XLC in Q4 2018 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold XLC as of Q4 2019.

  • Torch Wealth Management held 9,695 shares of State Street Communication Services Select Sector SPDR ETF worth $519K as of Q4 2019.
  • Torch Wealth Management bought 200 State Street Communication Services Select Sector SPDR ETF shares in Q4 2019, an estimated $10.3K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.29% of Torch Wealth Management's portfolio in Q4 2019, its #73 holding.
  • Torch Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.