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Wealthspire Advisors (Maryland)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-876
Closed -$41K – 2080
2019
Q1 		$41K Buy
876
+1
+0.1% +$46 ﹤0.01% 968
2018
Q4 		$36K Buy
+875
New +$39.2K ﹤0.01% 991

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2019, closing a stake of 876 shares — an estimated $41K sold.

Wealthspire Advisors (Maryland) first reported a position in XLC in Q4 2018 and held it in 2 quarters. The position peaked at $41K in Q1 2019. 340 funds tracked by Wall St. Rank hold XLC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 876 State Street Communication Services Select Sector SPDR ETF shares in Q2 2019, an estimated $41K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s State Street Communication Services Select Sector SPDR ETF position peaked at $41K in Q1 2019.
  • 340 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.