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TrinityPoint Wealth’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$4.08M Buy
42,194
+1,932
+5% +$184K 0.57% 40
2024
Q3 		$3.64M Sell
40,262
-18,374
-31% -$1.58M 0.52% 46
2024
Q2 		$5.02M Sell
58,636
-620
-1% -$51.1K 0.79% 24
2024
Q1 		$4.84M Sell
59,256
-1,804
-3% -$141K 0.8% 24
2023
Q4 		$4.44M Buy
61,060
+5,643
+10% +$388K 0.8% 23
2023
Q3 		$3.63M Buy
55,417
+385
+0.7% +$25.7K 0.72% 31
2023
Q2 		$3.58M Sell
55,032
-7,781
-12% -$474K 0.7% 33
2023
Q1 		$3.64M Buy
62,813
+4,575
+8% +$248K 0.78% 29
2022
Q4 		$2.79M Sell
58,238
-1,601
-3% -$78.4K 0.64% 38
2022
Q3 		$2.87M Sell
59,839
-26,640
-31% -$1.47M 0.66% 34
2022
Q2 		$4.69M Buy
86,479
+28,543
+49% +$1.72M 1.04% 22
2022
Q1 		$3.98M Sell
57,936
-4,314
-7% -$304K 0.72% 35
2021
Q4 		$4.84M Buy
62,250
+4,913
+9% +$388K 0.86% 26
2021
Q3 		$4.59M Buy
57,337
+1,650
+3% +$137K 0.88% 29
2021
Q2 		$4.51M Buy
55,687
+2,064
+4% +$161K 0.92% 24
2021
Q1 		$3.93M Buy
53,623
+1,781
+3% +$127K 0.92% 25
2020
Q4 		$3.64M Buy
51,842
+9,048
+21% +$576K 0.87% 28
2020
Q3 		$2.54M Sell
42,794
-2,587
-6% -$153K 0.71% 39
2020
Q2 		$2.45M Sell
45,381
-1,140
-2% -$58.5K 0.78% 31
2020
Q1 		$2.06M Buy
46,521
+7,349
+19% +$380K 0.82% 29
2019
Q4 		$2.1M Buy
39,172
+2,086
+6% +$107K 0.71% 35
2019
Q3 		$1.9M Buy
37,086
+3,212
+9% +$161K 0.66% 39
2019
Q2 		$1.71M Buy
33,874
+6,903
+26% +$336K 0.82% 32
2019
Q1 		$1.26M Buy
26,971
+11,801
+78% +$538K 0.62% 45
2018
Q4 		$626K Buy
+15,170
New +$680K 0.38% 71

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 $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

TrinityPoint Wealth's XLC Position: Q4 2024 in Review

TrinityPoint Wealth increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.8% in Q4 2024, buying an estimated $184K and bringing the position to 42,194 shares worth $4.08M. The position accounts for 0.57% of the portfolio, ranked #40.

TrinityPoint Wealth first reported a position in XLC in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.02M in Q2 2024. 1,050 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

  • TrinityPoint Wealth held 42,194 shares of State Street Communication Services Select Sector SPDR ETF worth $4.08M as of Q4 2024.
  • TrinityPoint Wealth bought 1,932 State Street Communication Services Select Sector SPDR ETF shares in Q4 2024, an estimated $184K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.57% of TrinityPoint Wealth's portfolio in Q4 2024, its #40 holding.
  • TrinityPoint Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $5.02M in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.