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

Centerpoint 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
2022
Q4 		– Sell
-22
Closed -$1K – 529
2022
Q3 		$1K Hold
22
– – ﹤0.01% 373
2022
Q2 		$1K Hold
22
– – ﹤0.01% 381
2022
Q1 		$2K Hold
22
– – ﹤0.01% 339
2021
Q4 		$2K Hold
22
– – ﹤0.01% 352
2021
Q3 		$2K Buy
+22
New +$1.82K ﹤0.01% 261

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Centerpoint Advisors's XLC Position: Q4 2022 in Review

Centerpoint Advisors sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2022, closing a stake of 22 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in XLC in Q3 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 649 funds tracked by Wall St. Rank hold XLC as of Q4 2022.

  • Centerpoint Advisors reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 22 State Street Communication Services Select Sector SPDR ETF shares in Q4 2022, an estimated $1K.
  • Centerpoint Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 5 quarters.
  • Centerpoint Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2K in Q1 2022.
  • 649 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2022.

Based on Centerpoint Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.