MGIA
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Moneta Group Investment Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Moneta Group Investment Advisors’s Portfolio XLC Stock Details XLC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$632K Buy
5,823
+1,727
+42% +$187K 0.01% 388
2025
Q1 		$395K Buy
4,096
+836
+26% +$80.6K 0.01% 474
2024
Q4 		$316K Buy
+3,260
New +$316K ﹤0.01% 519