Walled Lake Planning & Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Walled Lake Planning & 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 Q4	–	Sell	-3,054	Closed	-$200K	–	112
2023 Q3	$200K	Buy	3,054 +5	+0.2%	+$334	0.1%	93
2023 Q2	$198K	Sell	3,049 -47,757	-94%	-$2.91M	0.1%	94
2023 Q1	$2.95M	Buy	50,806 +6,834	+16%	+$371K	1.54%	22
2022 Q4	$2.11M	Sell	43,972 -25,386	-37%	-$1.24M	1.44%	24
2022 Q3	$3.32M	Buy	+69,358	New	+$3.82M	2.32%	22

Other funds holding XLC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's XLC Position: Q4 2023 in Review

Walled Lake Planning & Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 3,054 shares — an estimated $200K sold.

Walled Lake Planning & Wealth Management first reported a position in XLC in Q3 2022 and held it in 5 quarters. The position peaked at $3.32M in Q3 2022. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

Walled Lake Planning & Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 3,054 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $200K.
Walled Lake Planning & Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
Walled Lake Planning & Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.32M in Q3 2022.
857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.