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TRUE Private Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

TRUE Private Wealth Advisors’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
Q3 		– Sell
-53,547
Closed -$4.59M – 283
2024
Q2 		$4.59M Sell
53,547
-1,092
-2% -$90K 0.52% 38
2024
Q1 		$4.46M Sell
54,639
-188
-0.3% -$14.6K 0.51% 37
2023
Q4 		$3.98M Sell
54,827
-8,294
-13% -$571K 0.5% 38
2023
Q3 		$4.14M Sell
63,121
-2,339
-4% -$156K 0.57% 34
2023
Q2 		$4.26M Sell
65,460
-661
-1% -$40.3K 0.63% 29
2023
Q1 		$3.83M Buy
66,121
+4,005
+6% +$218K 0.57% 30
2022
Q4 		$2.98M Buy
62,116
+5,233
+9% +$256K 0.46% 37
2022
Q3 		$2.72M Buy
56,883
+3,427
+6% +$189K 0.41% 41
2022
Q2 		$2.9M Buy
53,456
+5,817
+12% +$350K 0.42% 44
2022
Q1 		$3M Buy
47,639
+10,379
+28% +$731K 0.42% 45
2021
Q4 		$2.89M Buy
37,260
+2,299
+7% +$182K 0.41% 50
2021
Q3 		$2.8M Buy
34,961
+1,017
+3% +$84.2K 0.41% 47
2021
Q2 		$2.75M Buy
33,944
+3,149
+10% +$245K 0.41% 49
2021
Q1 		$2.26M Buy
30,795
+6,796
+28% +$484K 0.36% 48
2020
Q4 		$1.62M Buy
23,999
+1,249
+5% +$79.5K 0.27% 60
2020
Q3 		$1.35M Buy
22,750
+1,362
+6% +$80.7K 0.23% 70
2020
Q2 		$1.16M Buy
21,388
+13,263
+163% +$681K 0.21% 72
2020
Q1 		$359K Buy
8,125
+144
+2% +$7.45K 0.08% 120
2019
Q4 		$428K Sell
7,981
-739
-8% -$38.1K 0.07% 142
2019
Q3 		$431K Buy
8,720
+1,353
+18% +$67.7K 0.07% 133
2019
Q2 		$362K Buy
+7,367
New +$358K 0.06% 141

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRUE Private Wealth Advisors's XLC Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 53,547 shares — an estimated $4.59M sold.

TRUE Private Wealth Advisors first reported a position in XLC in Q2 2019 and held it in 21 quarters. The position peaked at $4.59M in Q2 2024. 958 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 53,547 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $4.59M.
  • TRUE Private Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and held it in 21 quarters.
  • TRUE Private Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $4.59M in Q2 2024.
  • 958 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.