Gallagher Fiduciary Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
11,796
-196
-2% -$21.3K 0.05% 63
2025
Q1
$1.16M Sell
11,992
-167
-1% -$16.1K 0.04% 78
2024
Q4
$1.18M Buy
12,159
+484
+4% +$46.9K 0.23% 56
2024
Q3
$1.06M Sell
11,675
-2,329
-17% -$211K 0.21% 55
2024
Q2
$1.2M Buy
14,004
+224
+2% +$19.2K 0.27% 45
2024
Q1
$1.13M Sell
13,780
-1,324
-9% -$108K 0.04% 54
2023
Q4
$1.1M Sell
15,104
-217
-1% -$15.8K 0.04% 49
2023
Q3
$1M Buy
15,321
+25
+0.2% +$1.64K 0.09% 47
2023
Q2
$995K Sell
15,296
-3,678
-19% -$239K 0.08% 62
2023
Q1
$1.1M Buy
+18,974
New +$1.1M 0.09% 56