Congress Wealth Management’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
2025 Q2	$111M	Buy	1,019,877 +17,609	+2%	+$1.73M	1.07%	10
2025 Q1	$96.7M	Sell	1,002,268 -10,676	-1%	-$1.07M	1.16%	8
2024 Q4	$98.1M	Sell	1,012,944 -25,039	-2%	-$2.39M	1.35%	7
2024 Q3	$93.8M	Sell	1,037,983 -11,500	-1%	-$991K	1.25%	9
2024 Q2	$89.9M	Sell	1,049,483 -77,067	-7%	-$6.35M	1.43%	11
2024 Q1	$92M	Sell	1,126,550 -5,912	-0.5%	-$460K	1.59%	9
2023 Q4	$82.3M	Buy	1,132,462 +172,445	+18%	+$11.9M	1.51%	9
2023 Q3	$62.9M	Sell	960,017 -11,460	-1%	-$764K	1.3%	12
2023 Q2	$63.2M	Buy	971,477 +240,833	+33%	+$14.7M	1.47%	11
2023 Q1	$42.4M	Buy	730,644 +239,723	+49%	+$13M	1.02%	20
2022 Q4	$23.6M	Sell	490,921 -12,378	-2%	-$606K	0.61%	37
2022 Q3	$24.1M	Buy	503,299 +1,554	+0.3%	+$85.5K	0.65%	32
2022 Q2	$27.2M	Sell	501,745 -212,226	-30%	-$12.8M	0.7%	26
2022 Q1	$49.1M	Buy	713,971 +7,054	+1%	+$497K	1.07%	21
2021 Q4	$54.9M	Buy	+706,917	New	+$55.9M	1.1%	18