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High Point Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

High Point Wealth Management’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
2026
Q2 		– Sell
-251
Closed -$27.8K – 262
2026
Q1 		$27.8K Sell
251
-1,172
-82% -$136K 0.03% 171
2025
Q4 		$168K Buy
+1,423
New +$164K 0.16% 96

Other funds holding XLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

High Point Wealth Management's XLC Position: Q2 2026 in Review

High Point Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026, closing a stake of 251 shares — an estimated $27.8K sold.

High Point Wealth Management first reported a position in XLC in Q4 2025 and held it in 2 quarters. The position peaked at $168K in Q4 2025. 739 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • High Point Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • High Point Wealth Management sold 251 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $27.8K.
  • High Point Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • High Point Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $168K in Q4 2025.
  • 739 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.