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WestHill Financial Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

WestHill Financial Advisors’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
-400
Closed -$26.2K – 117
2023
Q3 		$26.2K Buy
+400
New +$26.7K 0.01% 93

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WestHill Financial Advisors's XLC Position: Q4 2023 in Review

WestHill Financial Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2023, closing a stake of 400 shares — an estimated $26.2K sold.

WestHill Financial Advisors first reported a position in XLC in Q3 2023 and held it in 1 quarter. The position peaked at $26.2K in Q3 2023. 857 funds tracked by Wall St. Rank hold XLC as of Q4 2023.

  • WestHill Financial Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • WestHill Financial Advisors sold 400 State Street Communication Services Select Sector SPDR ETF shares in Q4 2023, an estimated $26.2K.
  • WestHill Financial Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • WestHill Financial Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $26.2K in Q3 2023.
  • 857 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.