Kestra Private Wealth Services’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	$2.32M	Buy	20,942 +151	+0.7%	+$17.5K	0.03%	505
2025 Q4	$2.45M	Buy	20,791 +2,106	+11%	+$242K	0.03%	482
2025 Q3	$2.21M	Sell	18,685 -420	-2%	-$46.7K	0.03%	492
2025 Q2	$2.07M	Sell	19,105 -3,417	-15%	-$337K	0.03%	486
2025 Q1	$2.17M	Sell	22,522 -1,463	-6%	-$146K	0.04%	442
2024 Q4	$2.32M	Buy	23,985 +1,792	+8%	+$171K	0.04%	397
2024 Q3	$2.01M	Buy	22,193 +1,596	+8%	+$138K	0.04%	417
2024 Q2	$1.76M	Sell	20,597 -1,055	-5%	-$86.9K	0.04%	419
2024 Q1	$1.77M	Buy	21,652 +8,233	+61%	+$641K	0.04%	403
2023 Q4	$975K	Buy	13,419 +2,871	+27%	+$198K	0.02%	535
2023 Q3	$692K	Buy	10,548 +2,370	+29%	+$158K	0.02%	561
2023 Q2	$532K	Buy	8,178 +293	+4%	+$17.8K	0.02%	611
2023 Q1	$457K	Sell	7,885 -1,814	-19%	-$98.5K	0.02%	630
2022 Q4	$465K	Buy	+9,699	New	+$475K	0.02%	540
2022 Q1	–	Sell	-2,628	Closed	-$204K	–	1068
2021 Q4	$204K	Buy	+2,628	New	+$208K	0.01%	903
2021 Q1	–	Sell	-3,491	Closed	-$234K	–	852
2020 Q4	$234K	Sell	3,491 -2,323	-40%	-$148K	0.02%	625
2020 Q3	$345K	Buy	+5,814	New	+$344K	0.03%	462