Pinnacle Advisory Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Pinnacle Advisory Group’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
2021 Q1	$54M	Sell	736,067 -68,306	-8%	-$4.86M	2.48%	11
2020 Q4	$54.3M	Sell	804,373 -247,880	-24%	-$15.8M	3.28%	7
2020 Q3	$62.5M	Sell	1,052,253 -86,100	-8%	-$5.1M	4.15%	6
2020 Q2	$61.5M	Sell	1,138,353 -6,619	-0.6%	-$340K	4.28%	6
2020 Q1	$50.7M	Buy	1,144,972 +109,785	+11%	+$5.68M	4.87%	6
2019 Q4	$55.5M	Buy	1,035,187 +4,577	+0.4%	+$236K	3.74%	10
2019 Q3	$51M	Buy	1,030,610 +517,337	+101%	+$25.9M	3.56%	11
2019 Q2	$25.3M	Buy	+513,273	New	+$25M	1.75%	18
2018 Q4	–	Sell	-621,914	Closed	-$30.5M	–	173
2018 Q3	$30.5M	Buy	+621,914	New	+$30.7M	2.1%	16

Other funds holding XLC

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

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

Janney Montgomery Scott

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return