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

Tradition Wealth 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	-1,000	Closed	-$65K	–	1410
2023 Q2	$65K	Buy	+1,000	New	+$60.9K	0.01%	562
2022 Q4	–	Sell	-91	Closed	-$4K	–	1220
2022 Q3	$4K	Hold	91	–	–	﹤0.01%	1128
2022 Q2	$5K	Sell	91 -96	-51%	-$5.78K	﹤0.01%	973
2022 Q1	$13K	Hold	187	–	–	﹤0.01%	840
2021 Q4	$15K	Buy	187 +96	+105%	+$7.59K	﹤0.01%	808
2021 Q3	$7K	Hold	91	–	–	﹤0.01%	993
2021 Q2	$7K	Buy	+91	New	+$7.09K	﹤0.01%	1029
2021 Q1	–	Sell	-91	Closed	-$6K	–	1058
2020 Q4	$6K	Buy	+91	New	+$5.79K	﹤0.01%	836

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

Tradition Wealth Management's XLC Position: Q3 2023 in Review

Tradition Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023, closing a stake of 1,000 shares — an estimated $65K sold.

Tradition Wealth Management first reported a position in XLC in Q4 2020 and held it in 8 quarters. The position peaked at $65K in Q2 2023. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

Tradition Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,000 State Street Communication Services Select Sector SPDR ETF shares in Q3 2023, an estimated $65K.
Tradition Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
Tradition Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $65K in Q2 2023.
743 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.