Winslow Evans & Crocker’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$83K	Buy	8,278 +550	+7%	+$35K	0.02%	483
2020 Q3	$460K	Sell	7,728 -481	-6%	-$28.5K	0.11%	174
2020 Q2	$444K	Buy	8,209 +7	+0.1%	+$359	0.12%	168
2020 Q1	$364K	Sell	8,202 -400	-5%	-$20.7K	0.12%	174
2019 Q4	$462K	Sell	8,602 -38	-0.4%	-$1.96K	0.12%	184
2019 Q3	$428K	Sell	8,640 -2,166	-20%	-$108K	0.12%	188
2019 Q2	$532K	Buy	10,806 +260	+2%	+$12.6K	0.15%	157
2019 Q1	$494K	Buy	10,546 +5,228	+98%	+$238K	0.14%	164
2018 Q4	$220K	Sell	5,318 -728	-12%	-$32.6K	0.07%	252
2018 Q3	$298K	Buy	+6,046	New	+$299K	0.09%	215

Other funds holding XLC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Winslow Evans & Crocker's XLC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 7.1% in Q4 2020, buying an estimated $35K and bringing the position to 8,278 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #483.

Winslow Evans & Crocker first reported a position in XLC in Q3 2018 and has held it in 10 quarters since. The position peaked at $532K in Q2 2019. 553 funds tracked by Wall St. Rank hold XLC as of Q4 2020.

Winslow Evans & Crocker held 8,278 shares of State Street Communication Services Select Sector SPDR ETF worth $83K as of Q4 2020.
Winslow Evans & Crocker bought 550 State Street Communication Services Select Sector SPDR ETF shares in Q4 2020, an estimated $35K.
State Street Communication Services Select Sector SPDR ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #483 holding.
Winslow Evans & Crocker first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 10 quarters since.
Winslow Evans & Crocker's State Street Communication Services Select Sector SPDR ETF position peaked at $532K in Q2 2019.
553 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.