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

TritonPoint 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
2026 Q2	$3.81M	Sell	35,599 -4,166	-10%	-$475K	0.37%	65
2026 Q1	$4.41M	Buy	39,765 +382	+1%	+$44.2K	0.47%	55
2025 Q4	$4.64M	Sell	39,383 -1,330	-3%	-$153K	0.47%	51
2025 Q3	$4.82M	Buy	40,713 +272	+0.7%	+$30.2K	0.41%	64
2025 Q2	$4.39M	Sell	40,441 -2,430	-6%	-$239K	0.41%	66
2025 Q1	$4.13M	Buy	42,871 +398	+0.9%	+$39.7K	0.39%	66
2024 Q4	$4.11M	Sell	42,473 -1,816	-4%	-$173K	0.37%	73
2024 Q3	$3.99M	Buy	44,289 +1,609	+4%	+$139K	0.36%	76
2024 Q2	$3.66M	Sell	42,680 -2,262	-5%	-$186K	0.35%	77
2024 Q1	$2.92M	Buy	44,942 +2,767	+7%	+$216K	0.31%	80
2023 Q4	$3.06M	Buy	+42,175	New	+$2.9M	0.3%	83

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TritonPoint Wealth's XLC Position: Q2 2026 in Review

TritonPoint Wealth reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 10% in Q2 2026, selling an estimated $475K and leaving 35,599 shares worth $3.81M. The position accounts for 0.37% of the portfolio, ranked #65.

TritonPoint Wealth first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.82M in Q3 2025. 1,152 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

TritonPoint Wealth held 35,599 shares of State Street Communication Services Select Sector SPDR ETF worth $3.81M as of Q2 2026.
TritonPoint Wealth sold 4,166 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $475K.
State Street Communication Services Select Sector SPDR ETF made up 0.37% of TritonPoint Wealth's portfolio in Q2 2026, its #65 holding.
TritonPoint Wealth first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's State Street Communication Services Select Sector SPDR ETF position peaked at $4.82M in Q3 2025.
1,152 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.