Vigilant Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Vigilant Capital 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 Q2	$7K	Buy	+113	New	+$6.88K	﹤0.01%	418
2022 Q3	–	Sell	-734	Closed	-$40K	–	631
2022 Q2	$40K	Hold	734	–	–	﹤0.01%	299
2022 Q1	$50K	Hold	734	–	–	﹤0.01%	294
2021 Q4	$57K	Hold	734	–	–	﹤0.01%	301
2021 Q3	$59K	Buy	+734	New	+$60.8K	﹤0.01%	255
2020 Q3	–	Sell	-50	Closed	-$3K	–	379
2020 Q2	$3K	Buy	+50	New	+$2.57K	﹤0.01%	309

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

Vigilant Capital Management's XLC Position: Q2 2023 in Review

Vigilant Capital Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2023: 113 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Vigilant Capital Management previously reported a position in XLC as recently as Q2 2022.

Vigilant Capital Management first reported a position in XLC in Q2 2020 and has held it in 6 quarters since. The position peaked at $59K in Q3 2021. 741 funds tracked by Wall St. Rank hold XLC as of Q2 2023.

Vigilant Capital Management held 113 shares of State Street Communication Services Select Sector SPDR ETF worth $7K as of Q2 2023.
State Street Communication Services Select Sector SPDR ETF was a new Vigilant Capital Management position in Q2 2023.
State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #418 holding.
Vigilant Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 6 quarters since.
Vigilant Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $59K in Q3 2021.
741 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.