Turning Point Benefit Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Turning Point Benefit Group’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	–	Sell	-1,099	Closed	-$129K	–	809
2025 Q4	$129K	Sell	1,099 -240	-18%	-$27.6K	0.07%	112
2025 Q3	$156K	Buy	+1,339	New	+$149K	0.09%	92

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

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

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Turning Point Benefit Group's XLC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2026, closing a stake of 1,099 shares — an estimated $129K sold.

Turning Point Benefit Group first reported a position in XLC in Q3 2025 and held it in 2 quarters. The position peaked at $156K in Q3 2025. 1,184 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Turning Point Benefit Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 1,099 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $129K.
Turning Point Benefit Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's State Street Communication Services Select Sector SPDR ETF position peaked at $156K in Q3 2025.
1,184 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.