Advisor OS’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Sell	9,951 -7,877	-44%	-$912K	0.08%	174
2025 Q4	$2.1M	Sell	17,828 -1,484	-8%	-$171K	0.17%	94
2025 Q3	$2.29M	Buy	19,312 +3,821	+25%	+$425K	0.2%	73
2025 Q2	$1.68M	Sell	15,491 -2,092	-12%	-$206K	0.17%	91
2025 Q1	$1.7M	Buy	17,583 +237	+1%	+$23.7K	0.19%	73
2024 Q4	$1.68M	Sell	17,346 -61,978	-78%	-$5.91M	0.19%	79
2024 Q3	$7.17M	Buy	79,324 +5,550	+8%	+$479K	0.71%	26
2024 Q2	$6.32M	Buy	73,774 +2,632	+4%	+$217K	0.69%	27
2024 Q1	$5.81M	Buy	71,142 +12,541	+21%	+$977K	0.67%	28
2023 Q4	$4.26M	Buy	58,601 +7,460	+15%	+$513K	0.55%	32
2023 Q3	$3.35M	Buy	51,141 +3,861	+8%	+$258K	0.5%	38
2023 Q2	$3.08M	Buy	+47,280	New	+$2.88M	0.5%	38
2022 Q1	–	Sell	-7,454	Closed	-$579K	–	252
2021 Q4	$579K	Buy	7,454 +3,809	+104%	+$301K	0.12%	155
2021 Q3	$292K	Buy	+3,645	New	+$302K	0.06%	197
2020 Q3	–	Sell	-29,056	Closed	-$1.57M	–	174
2020 Q2	$1.57M	Buy	+29,056	New	+$1.49M	0.94%	23