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

TrueWealth LLC’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
2020 Q2	$18K	Hold	337	–	–	0.01%	394
2020 Q1	$15K	Hold	337	–	–	0.01%	406
2019 Q4	$18K	Hold	337	–	–	0.01%	396
2019 Q3	$17K	Hold	337	–	–	0.01%	394
2019 Q2	$17K	Hold	337	–	–	0.01%	394
2019 Q1	$16K	Hold	337	–	–	0.01%	397
2018 Q4	$14K	Buy	+337	New	+$15.1K	0.01%	402

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TrueWealth LLC's XLC Position: Q2 2020 in Review

TrueWealth LLC held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2020 at 337 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #394.

TrueWealth LLC first reported a position in XLC in Q4 2018 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold XLC as of Q2 2020.

TrueWealth LLC held 337 shares of State Street Communication Services Select Sector SPDR ETF worth $18K as of Q2 2020.
TrueWealth LLC left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2020.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #394 holding.
TrueWealth LLC first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 7 quarters since.
460 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.