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

Kings Point Capital 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
2022 Q1	$116K	Hold	1,693	–	–	0.01%	256
2021 Q4	$132K	Hold	1,693	–	–	0.01%	268
2021 Q3	$136K	Buy	1,693 +400	+31%	+$33.1K	0.01%	239
2021 Q2	$105K	Hold	1,293	–	–	0.01%	269
2021 Q1	$95K	Sell	1,293 -90	-7%	-$6.4K	0.01%	269
2020 Q4	$93K	Hold	1,383	–	–	0.01%	256
2020 Q3	$82K	Buy	1,383 +352	+34%	+$20.8K	0.01%	258
2020 Q2	$56K	Sell	1,031 -72	-7%	-$3.7K	0.01%	266
2020 Q1	$49K	Sell	1,103 -2,138	-66%	-$111K	0.01%	282
2019 Q4	$174K	Buy	3,241 +2,000	+161%	+$103K	0.03%	186
2019 Q3	$61K	Buy	1,241 +300	+32%	+$15K	0.01%	275
2019 Q2	$46K	Hold	941	–	–	0.01%	270
2019 Q1	$44K	Sell	941 -112	-11%	-$5.1K	0.01%	245
2018 Q4	$43K	Buy	1,053 +112	+12%	+$5.02K	0.01%	238
2018 Q3	$46K	Buy	+941	New	+$46.5K	0.01%	247

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kings Point Capital Management's XLC Position: Q1 2022 in Review

Kings Point Capital Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2022 at 1,693 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #256.

Kings Point Capital Management first reported a position in XLC in Q3 2018 and has held it in 15 quarters since. The position peaked at $174K in Q4 2019. 659 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

Kings Point Capital Management held 1,693 shares of State Street Communication Services Select Sector SPDR ETF worth $116K as of Q1 2022.
Kings Point Capital Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2022.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #256 holding.
Kings Point Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 15 quarters since.
Kings Point Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $174K in Q4 2019.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.