Pinnacle Private Wealth’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
$204K Sell
3,751
-451
-11% -$27.2K 0.08% 255
2022
Q1
$289K Buy
4,202
+935
+29% +$65.9K 0.09% 228
2021
Q4
$254K Buy
+3,267
New +$258K 0.08% 244

Other funds holding XLC

Pinnacle Private Wealth's XLC Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 11% in Q2 2022, selling an estimated $27.2K and leaving 3,751 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #255.

Pinnacle Private Wealth first reported a position in XLC in Q4 2021 and has held it in 3 quarters since. The position peaked at $289K in Q1 2022. 631 funds tracked by Wall St. Rank hold XLC as of Q2 2022.

  • Pinnacle Private Wealth held 3,751 shares of State Street Communication Services Select Sector SPDR ETF worth $204K as of Q2 2022.
  • Pinnacle Private Wealth sold 451 State Street Communication Services Select Sector SPDR ETF shares in Q2 2022, an estimated $27.2K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.08% of Pinnacle Private Wealth's portfolio in Q2 2022, its #255 holding.
  • Pinnacle Private Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $289K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.