Trust Point Inc’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Trust Point 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
2026 Q2	$485K	Hold	4,524	–	–	0.04%	231
2026 Q1	$502K	Sell	4,524 -50	-1%	-$5.79K	0.04%	249
2025 Q4	$538K	Buy	4,574 +50	+1%	+$5.75K	0.04%	215
2025 Q3	$536K	Hold	4,524	–	–	0.04%	217
2025 Q2	$491K	Sell	4,524 -84	-2%	-$8.27K	0.05%	192
2025 Q1	$444K	Buy	4,608 +84	+2%	+$8.39K	0.04%	242
2024 Q4	$438K	Hold	4,524	–	–	0.03%	321
2024 Q3	$409K	Hold	4,524	–	–	0.03%	320
2024 Q2	$388K	Hold	4,524	–	–	0.03%	318
2024 Q1	$369K	Hold	4,524	–	–	0.03%	350
2023 Q4	$329K	Buy	+4,524	New	+$311K	0.03%	375

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Trust Point Inc's XLC Position: Q2 2026 in Review

Trust Point Inc held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q2 2026 at 4,524 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #231.

Trust Point Inc first reported a position in XLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $538K in Q4 2025. 286 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Trust Point Inc held 4,524 shares of State Street Communication Services Select Sector SPDR ETF worth $485K as of Q2 2026.
Trust Point Inc left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #231 holding.
Trust Point Inc first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's State Street Communication Services Select Sector SPDR ETF position peaked at $538K in Q4 2025.
286 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.