TI
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Truepoint Inc’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Truepoint Inc’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
2023
Q1 		– Sell
-6,059
Closed -$291K – 163
2022
Q4 		$291K Buy
+6,059
New +$297K 0.01% 126

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Truepoint Inc's XLC Position: Q1 2023 in Review

Truepoint Inc sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 6,059 shares — an estimated $291K sold.

Truepoint Inc first reported a position in XLC in Q4 2022 and held it in 1 quarter. The position peaked at $291K in Q4 2022. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

  • Truepoint Inc reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Truepoint Inc sold 6,059 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $291K.
  • Truepoint Inc first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Truepoint Inc's State Street Communication Services Select Sector SPDR ETF position peaked at $291K in Q4 2022.
  • 652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Truepoint Inc's 13F filing for Q1 2023, filed 8 May 2023.