IAM Advisory’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

IAM Advisory’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 Q2	–	Sell	-23,094	Closed	-$2.56M	–	113
2026 Q1	$2.56M	Sell	23,094 -248	-1%	-$28.7K	0.57%	32
2025 Q4	$2.75M	Buy	23,342 +17	+0.1%	+$1.96K	0.61%	24
2025 Q3	$2.76M	Sell	23,325 -691	-3%	-$76.8K	0.62%	22
2025 Q2	$2.61M	Sell	24,016 -105	-0.4%	-$10.3K	0.63%	21
2025 Q1	$2.33M	Sell	24,121 -264	-1%	-$26.4K	0.6%	25
2024 Q4	$2.36M	Sell	24,385 -1,097	-4%	-$105K	0.6%	26
2024 Q3	$2.3M	Sell	25,482 -266	-1%	-$22.9K	0.58%	26
2024 Q2	$2.21M	Buy	25,748 +80	+0.3%	+$6.59K	0.6%	29
2024 Q1	$2.1M	Buy	25,668 +22,887	+823%	+$1.78M	0.57%	29
2023 Q4	$202K	Buy	+2,781	New	+$191K	0.06%	94
2022 Q1	–	Sell	-19,528	Closed	-$1.48M	–	87
2021 Q4	$1.48M	Sell	19,528 -2,888	-13%	-$228K	0.59%	21
2021 Q3	$1.79M	Buy	+22,416	New	+$1.86M	0.76%	15
2021 Q2	–	Sell	-22,223	Closed	-$1.73M	–	106
2021 Q1	$1.73M	Buy	+22,223	New	+$1.58M	0.75%	14

Other funds holding XLC

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return