WR Wealth Planners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

WR Wealth Planners’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 Q4	$44.2K	Hold	457	–	–	0.01%	332
2024 Q3	$41.3K	Hold	457	–	–	0.01%	359
2024 Q2	$39.1K	Hold	457	–	–	0.01%	356
2024 Q1	$37.3K	Buy	+457	New	+$35.6K	0.01%	372
2023 Q4	–	Sell	-1,470	Closed	-$96.4K	–	873
2023 Q3	$96.4K	Hold	1,470	–	–	0.04%	242
2023 Q2	$95.7K	Buy	1,470 +1,179	+405%	+$71.8K	0.04%	245
2023 Q1	$16.9K	Buy	291 +238	+449%	+$12.9K	0.01%	450
2022 Q4	$2.54K	Hold	53	–	–	﹤0.01%	381
2022 Q3	$2.54K	Hold	53	–	–	﹤0.01%	371
2022 Q2	$2.88K	Hold	53	–	–	﹤0.01%	394
2022 Q1	$3.65K	Buy	+53	New	+$3.73K	﹤0.01%	383

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

WR Wealth Planners's XLC Position: Q4 2024 in Review

WR Wealth Planners held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q4 2024 at 457 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #332.

WR Wealth Planners first reported a position in XLC in Q1 2022 and has held it in 11 quarters since. The position peaked at $96.4K in Q3 2023. 1,051 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

WR Wealth Planners held 457 shares of State Street Communication Services Select Sector SPDR ETF worth $44.2K as of Q4 2024.
WR Wealth Planners left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #332 holding.
WR Wealth Planners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's State Street Communication Services Select Sector SPDR ETF position peaked at $96.4K in Q3 2023.
1,051 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.