TRUADVICE’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

TRUADVICE’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	$1.21M	Buy	+17,729	New	+$1.18M	0.48%	63
2022 Q3	–	Sell	-66,058	Closed	-$3.82M	–	155
2022 Q2	$3.82M	Buy	+66,058	New	+$3.98M	2.02%	11

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

TRUADVICE's XLC Position: Q3 2023 in Review

TRUADVICE opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2023: 17,729 shares worth $1.21M. The stake represents 0.48% of the portfolio and ranks #63 among its holdings. This is a return to the name: TRUADVICE previously reported a position in XLC as recently as Q2 2022.

TRUADVICE first reported a position in XLC in Q2 2022 and has held it in 2 quarters since. The position peaked at $3.82M in Q2 2022. 743 funds tracked by Wall St. Rank hold XLC as of Q3 2023.

TRUADVICE held 17,729 shares of State Street Communication Services Select Sector SPDR ETF worth $1.21M as of Q3 2023.
State Street Communication Services Select Sector SPDR ETF was a new TRUADVICE position in Q3 2023.
State Street Communication Services Select Sector SPDR ETF made up 0.48% of TRUADVICE's portfolio in Q3 2023, its #63 holding.
TRUADVICE first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2022 and has held it in 2 quarters since.
TRUADVICE's State Street Communication Services Select Sector SPDR ETF position peaked at $3.82M in Q2 2022.
743 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.