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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$14K Hold
253
0.01% 136
2022
Q1
$17K Hold
253
0.01% 122
2021
Q4
$20K Hold
253
0.01% 122
2021
Q3
$20K Hold
253
0.01% 107
2021
Q2
$20K Buy
+253
New +$19.7K 0.01% 121
2020
Q1
$6K Hold
127
0.01% 155
2019
Q4
$7K Buy
+127
New +$6.54K ﹤0.01% 321
2019
Q2
$6K Hold
127
﹤0.01% 409
2019
Q1
$6K Buy
+127
New +$5.79K ﹤0.01% 409

Other funds holding XLC

Lake Point Wealth Management's XLC Position: Q2 2022 in Review

Lake Point Wealth Management held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2022 at 253 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #136.

Lake Point Wealth Management first reported a position in XLC in Q1 2019 and has held it in 9 quarters since. The position peaked at $20K in Q4 2021. 631 funds tracked by Wall St. Rank hold XLC as of Q2 2022.

  • Lake Point Wealth Management held 253 shares of State Street Communication Services Select Sector SPDR ETF worth $14K as of Q2 2022.
  • Lake Point Wealth Management left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2022.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #136 holding.
  • Lake Point Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2019 and has held it in 9 quarters since.
  • Lake Point Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $20K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.