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

Washington Trust’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	–	Sell	-75	Closed	-$4.35K	–	964
2023 Q1	$4.35K	Hold	75	–	–	﹤0.01%	736
2022 Q4	$3.6K	Sell	75 -225	-75%	-$11K	﹤0.01%	754
2022 Q3	$14K	Hold	300	–	–	﹤0.01%	609
2022 Q2	$16K	Hold	300	–	–	﹤0.01%	592
2022 Q1	$21K	Hold	300	–	–	﹤0.01%	574
2021 Q4	$23K	Hold	300	–	–	﹤0.01%	564
2021 Q3	$24K	Sell	300 -423	-59%	-$35K	﹤0.01%	654
2021 Q2	$59K	Hold	723	–	–	﹤0.01%	493
2021 Q1	$53K	Buy	723 +571	+376%	+$40.6K	﹤0.01%	490
2020 Q4	$10K	Buy	+152	New	+$9.67K	﹤0.01%	756

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

Washington Trust's XLC Position: Q2 2023 in Review

Washington Trust sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2023, closing a stake of 75 shares — an estimated $4.35K sold.

Washington Trust first reported a position in XLC in Q4 2020 and held it in 10 quarters. The position peaked at $59K in Q2 2021. 741 funds tracked by Wall St. Rank hold XLC as of Q2 2023.

Washington Trust reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Washington Trust sold 75 State Street Communication Services Select Sector SPDR ETF shares in Q2 2023, an estimated $4.35K.
Washington Trust first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 10 quarters.
Washington Trust's State Street Communication Services Select Sector SPDR ETF position peaked at $59K in Q2 2021.
741 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.