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

Lake 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
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

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 $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return