WE
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Wealth Effects’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Wealth Effects’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
Q2 		– Sell
-2,817
Closed -$230K – 226
2024
Q1 		$230K Sell
2,817
-1,619
-36% -$126K 0.08% 183
2023
Q4 		$322K Buy
+4,436
New +$305K 0.12% 145

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wealth Effects's XLC Position: Q2 2024 in Review

Wealth Effects sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024, closing a stake of 2,817 shares — an estimated $230K sold.

Wealth Effects first reported a position in XLC in Q4 2023 and held it in 2 quarters. The position peaked at $322K in Q4 2023. 927 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

  • Wealth Effects reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Effects sold 2,817 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $230K.
  • Wealth Effects first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • Wealth Effects's State Street Communication Services Select Sector SPDR ETF position peaked at $322K in Q4 2023.
  • 927 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Wealth Effects's 13F filing for Q2 2024, filed 2 Aug 2024.