IFP 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 | $3M | Sell |
27,651
-26,759
| -49% | -$2.9M | 0.09% | 260 |
|
|
2025
Q1 | $5.25M | Buy |
54,410
+44,443
| +446% | +$4.29M | 0.16% | 140 |
|
|
2024
Q4 | $965K | Buy |
9,967
+2,506
| +34% | +$243K | 0.03% | 539 |
|
|
2024
Q3 | $674K | Sell |
7,461
-78
| -1% | -$7.05K | 0.02% | 586 |
|
|
2024
Q2 | $646K | Buy |
7,539
+1,888
| +33% | +$162K | 0.03% | 574 |
|
|
2024
Q1 | $462K | Sell |
5,651
-2,219
| -28% | -$181K | 0.02% | 641 |
|
|
2023
Q4 | $572K | Buy |
7,870
+293
| +4% | +$21.3K | 0.03% | 542 |
|
|
2023
Q3 | $497K | Buy |
7,577
+2,684
| +55% | +$176K | 0.02% | 590 |
|
|
2023
Q2 | $319K | Buy |
4,893
+225
| +5% | +$14.6K | 0.01% | 818 |
|
|
2023
Q1 | $233K | Sell |
4,668
-3,190
| -41% | -$159K | 0.01% | 889 |
|
|
2022
Q4 | $410K | Buy |
7,858
+975
| +14% | +$50.9K | 0.01% | 987 |
|
|
2022
Q3 | $359K | Buy |
6,883
+352
| +5% | +$18.4K | 0.01% | 1089 |
|
|
2022
Q2 | $328K | Hold |
6,531
| – | – | 0.01% | 1034 |
|
|
2022
Q1 | $328K | Buy |
6,531
+1,368
| +26% | +$68.7K | 0.01% | 1034 |
|
|
2021
Q4 | $402K | Buy |
5,163
+2,136
| +71% | +$166K | 0.01% | 665 |
|
|
2021
Q3 | $242K | Sell |
3,027
-1,065
| -26% | -$85.1K | ﹤0.01% | 830 |
|
|
2021
Q2 | $330K | Sell |
4,092
-212
| -5% | -$17.1K | 0.01% | 685 |
|
|
2021
Q1 | $315K | Sell |
4,304
-405
| -9% | -$29.6K | 0.01% | 664 |
|
|
2020
Q4 | $318K | Buy |
4,709
+529
| +13% | +$35.7K | 0.01% | 646 |
|
|
2020
Q3 | $246K | Sell |
4,180
-1,132
| -21% | -$66.6K | 0.01% | 634 |
|
|
2020
Q2 | $286K | Buy |
5,312
+1,006
| +23% | +$54.2K | 0.02% | 550 |
|
|
2020
Q1 | $192K | Buy |
4,306
+460
| +12% | +$20.5K | 0.02% | 586 |
|
|
2019
Q4 | $209K | Buy |
3,846
+2,576
| +203% | +$140K | 0.02% | 647 |
|
|
2019
Q3 | $62K | Buy |
+1,270
| New | +$62K | ﹤0.01% | 1271 |
|
|
2019
Q1 | $66K | Sell |
1,402
-2,142
| -60% | -$101K | 0.01% | 851 |
|
|
2018
Q4 | $146K | Sell |
3,544
-801
| -18% | -$33K | 0.01% | 1000 |
|
|
2018
Q3 | $213K | Sell |
4,345
-493
| -10% | -$24.2K | 0.01% | 1037 |
|
|
2018
Q2 | $240K | Buy |
+4,838
| New | +$240K | 0.01% | 970 |
|
|
2016
Q2 | – | Sell |
-1,402
| Closed | -$66K | – | 4220 |
|
|
2016
Q1 | $66K | Buy |
+1,402
| New | +$66K | 0.01% | 851 |
|