Fort Point Capital Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Fort Point Capital Partners’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
2025 Q3	–	Sell	-15,278	Closed	-$1.66M	–	316
2025 Q2	$1.66M	Buy	15,278 +866	+6%	+$85.3K	0.12%	108
2025 Q1	$1.39M	Buy	14,412 +129	+0.9%	+$12.9K	0.15%	98
2024 Q4	$1.38M	Sell	14,283 -64	-0.4%	-$6.1K	0.15%	101
2024 Q3	$1.3M	Sell	14,347 -465	-3%	-$40.1K	0.16%	91
2024 Q2	$1.27M	Sell	14,812 -30	-0.2%	-$2.47K	0.16%	97
2024 Q1	$1.21M	Sell	14,842 -949	-6%	-$73.9K	0.16%	100
2023 Q4	$1.15M	Buy	15,791 +2,533	+19%	+$174K	0.16%	94
2023 Q3	$869K	Sell	13,258 -40	-0.3%	-$2.67K	0.13%	103
2023 Q2	$865K	Sell	13,298 -126	-0.9%	-$7.67K	0.12%	109
2023 Q1	$778K	Sell	13,424 -39	-0.3%	-$2.12K	0.12%	122
2022 Q4	$646K	Sell	13,463 -443	-3%	-$21.7K	0.1%	139
2022 Q3	$666K	Buy	13,906 +251	+2%	+$13.8K	0.11%	130
2022 Q2	$741K	Buy	13,655 +545	+4%	+$32.8K	0.12%	120
2022 Q1	$902K	Buy	13,110 +2,028	+18%	+$143K	0.13%	114
2021 Q4	$861K	Buy	11,082 +1,521	+16%	+$120K	0.12%	115
2021 Q3	$766K	Buy	+9,561	New	+$791K	0.11%	104

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fort Point Capital Partners's XLC Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2025, closing a stake of 15,278 shares — an estimated $1.66M sold.

Fort Point Capital Partners first reported a position in XLC in Q3 2021 and held it in 16 quarters. The position peaked at $1.66M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold XLC as of Q3 2025.

Fort Point Capital Partners reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 15,278 State Street Communication Services Select Sector SPDR ETF shares in Q3 2025, an estimated $1.66M.
Fort Point Capital Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 16 quarters.
Fort Point Capital Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $1.66M in Q2 2025.
1,139 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.