IFP 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 | $1.67M | Sell |
15,020
-65,219
| -81% | -$7.55M | 0.03% | 516 |
|
|
2025
Q4 | $9.45M | Buy |
80,239
+50,673
| +171% | +$5.83M | 0.21% | 97 |
|
|
2025
Q3 | $3.5M | Buy |
29,566
+1,915
| +7% | +$213K | 0.09% | 241 |
|
|
2025
Q2 | $3M | Sell |
27,651
-26,759
| -49% | -$2.64M | 0.09% | 260 |
|
|
2025
Q1 | $5.25M | Buy |
54,410
+44,443
| +446% | +$4.44M | 0.16% | 140 |
|
|
2024
Q4 | $965K | Buy |
9,967
+2,506
| +34% | +$239K | 0.03% | 539 |
|
|
2024
Q3 | $674K | Sell |
7,461
-78
| -1% | -$6.72K | 0.02% | 586 |
|
|
2024
Q2 | $646K | Buy |
7,539
+1,888
| +33% | +$156K | 0.03% | 574 |
|
|
2024
Q1 | $462K | Sell |
5,651
-2,219
| -28% | -$173K | 0.02% | 641 |
|
|
2023
Q4 | $572K | Buy |
7,870
+293
| +4% | +$20.2K | 0.03% | 542 |
|
|
2023
Q3 | $497K | Buy |
7,577
+2,684
| +55% | +$179K | 0.02% | 590 |
|
|
2023
Q2 | $319K | Buy |
4,893
+225
| +5% | +$13.7K | 0.01% | 818 |
|
|
2023
Q1 | $233K | Sell |
4,668
-3,190
| -41% | -$173K | 0.01% | 889 |
|
|
2022
Q4 | $410K | Buy |
7,858
+975
| +14% | +$47.7K | 0.01% | 987 |
|
|
2022
Q3 | $359K | Buy |
6,883
+352
| +5% | +$19.4K | 0.01% | 1088 |
|
|
2022
Q2 | $328K | Hold |
6,531
| – | – | 0.01% | 1033 |
|
|
2022
Q1 | $328K | Buy |
6,531
+1,368
| +26% | +$96.4K | 0.01% | 1033 |
|
|
2021
Q4 | $402K | Buy |
5,163
+2,136
| +71% | +$169K | 0.01% | 673 |
|
|
2021
Q3 | $242K | Sell |
3,027
-1,065
| -26% | -$88.2K | ﹤0.01% | 862 |
|
|
2021
Q2 | $330K | Sell |
4,092
-212
| -5% | -$16.5K | 0.01% | 685 |
|
|
2021
Q1 | $315K | Sell |
4,304
-405
| -9% | -$28.8K | 0.01% | 664 |
|
|
2020
Q4 | $318K | Buy |
4,709
+529
| +13% | +$33.7K | 0.01% | 646 |
|
|
2020
Q3 | $246K | Sell |
4,180
-1,132
| -21% | -$67K | 0.01% | 634 |
|
|
2020
Q2 | $286K | Buy |
5,312
+1,006
| +23% | +$51.6K | 0.02% | 550 |
|
|
2020
Q1 | $192K | Buy |
4,306
+460
| +12% | +$23.8K | 0.02% | 588 |
|
|
2019
Q4 | $209K | Buy |
3,846
+2,576
| +203% | +$133K | 0.02% | 647 |
|
|
2019
Q3 | $62K | Buy |
+1,270
| New | +$63.6K | ﹤0.01% | 1271 |
|
|
2019
Q1 | $66K | Sell |
1,402
-2,142
| -60% | -$97.6K | 0.01% | 851 |
|
|
2018
Q4 | $146K | Sell |
3,544
-801
| -18% | -$35.9K | 0.01% | 1006 |
|
|
2018
Q3 | $213K | Sell |
4,345
-493
| -10% | -$24.4K | 0.01% | 1041 |
|
|
2018
Q2 | $240K | Buy |
+4,838
| New | +$241K | 0.01% | 973 |
|