Triumph Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Triumph Capital 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
2026 Q1	$89.5K	Buy	807 +52	+7%	+$6.02K	0.02%	476
2025 Q4	$88.9K	Buy	+755	New	+$86.9K	0.02%	464
2024 Q4	–	Sell	-2,951	Closed	-$267K	–	300
2024 Q3	$267K	Buy	+2,951	New	+$254K	0.1%	223
2024 Q2	–	Sell	-7,299	Closed	-$601K	–	277
2024 Q1	$601K	Buy	+7,299	New	+$568K	0.24%	98
2023 Q4	–	Sell	-3,211	Closed	-$211K	–	260
2023 Q3	$211K	Buy	+3,211	New	+$214K	0.1%	199
2023 Q1	–	Sell	-7,616	Closed	-$365K	–	238
2022 Q4	$365K	Sell	7,616 -967	-11%	-$47.4K	0.2%	117
2022 Q3	$411K	Buy	+8,583	New	+$472K	0.22%	105

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

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

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

Envestnet Asset Management

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott

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