Arkadios Wealth Advisors’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	$2.7M	Buy	24,313 +870	+4%	+$101K	0.04%	417
2025 Q4	$2.76M	Sell	23,443 -349	-1%	-$40.2K	0.05%	353
2025 Q3	$2.82M	Sell	23,792 -3,080	-11%	-$342K	0.07%	302
2025 Q2	$2.92M	Buy	26,872 +2,535	+10%	+$250K	0.09%	253
2025 Q1	$2.35M	Buy	24,337 +20,116	+477%	+$2.01M	0.09%	252
2024 Q4	$409K	Buy	4,221 +258	+7%	+$24.6K	0.02%	627
2024 Q3	$358K	Buy	3,963 +688	+21%	+$59.3K	0.02%	650
2024 Q2	$281K	Buy	+3,275	New	+$270K	0.02%	654
2021 Q4	–	Sell	-200	Closed	-$16K	–	1805
2021 Q3	$16K	Sell	200 -5,475	-96%	-$453K	﹤0.01%	1303
2021 Q2	$459K	Buy	5,675 +3,933	+226%	+$306K	0.06%	354
2021 Q1	$127K	Buy	1,742 +221	+15%	+$15.7K	0.02%	491
2020 Q4	$102K	Buy	1,521 +1,211	+391%	+$77.1K	0.02%	436
2020 Q3	$18.9K	Sell	310 -149	-32%	-$8.82K	0.01%	617
2020 Q2	$26.2K	Buy	459 +150	+49%	+$7.7K	0.01%	488
2020 Q1	$13.7K	Buy	309 +1	+0.3%	+$52	0.01%	562
2019 Q4	$17.5K	Buy	+308	New	+$15.9K	0.01%	482