Nelson Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Nelson Capital Management’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 Q1	$3.69M	Buy	33,319 +565	+2%	+$65.4K	0.45%	36
2025 Q4	$3.86M	Buy	32,754 +61	+0.2%	+$7.02K	0.45%	42
2025 Q3	$3.87M	Buy	32,693 +1,689	+5%	+$188K	0.46%	40
2025 Q2	$3.36M	Buy	31,004 +240	+0.8%	+$23.6K	0.44%	44
2025 Q1	$2.97M	Buy	30,764 +2,758	+10%	+$275K	0.51%	47
2024 Q4	$2.71M	Buy	28,006 +115	+0.4%	+$11K	0.45%	49
2024 Q3	$2.52M	Buy	27,891 +2,617	+10%	+$226K	0.42%	55
2024 Q2	$2.16M	Buy	25,274 +120	+0.5%	+$9.89K	0.38%	57
2024 Q1	$2.05M	Sell	25,154 -168	-0.7%	-$13.1K	0.39%	61
2023 Q4	$1.84M	Buy	25,322 +605	+2%	+$41.6K	0.41%	54
2023 Q3	$1.62M	Buy	24,717 +2,190	+10%	+$146K	0.4%	58
2023 Q2	$1.47M	Buy	22,527 +74	+0.3%	+$4.51K	0.38%	61
2023 Q1	$1.3M	Sell	22,453 -651	-3%	-$35.4K	0.37%	62
2022 Q4	$1.11M	Buy	23,104 +409	+2%	+$20K	0.33%	65
2022 Q3	$1.09M	Buy	22,695 +287	+1%	+$15.8K	0.32%	63
2022 Q2	$1.22M	Sell	22,408 -1,628	-7%	-$98K	0.34%	60
2022 Q1	$1.65M	Buy	24,036 +168	+0.7%	+$11.8K	0.32%	63
2021 Q4	$1.85M	Sell	23,868 -492	-2%	-$38.9K	0.34%	63
2021 Q3	$1.95M	Sell	24,360 -76	-0.3%	-$6.29K	0.39%	55
2021 Q2	$1.98M	Sell	24,436 -4,576	-16%	-$356K	0.4%	54
2021 Q1	$2.13M	Sell	29,012 -2,550	-8%	-$181K	0.46%	52
2020 Q4	$2.13M	Sell	31,562 -18,915	-37%	-$1.2M	0.46%	51
2020 Q3	$3M	Sell	50,477 -4,243	-8%	-$251K	0.52%	51
2020 Q2	$2.96M	Sell	54,720 -1,226	-2%	-$62.9K	0.64%	50
2020 Q1	$2.48M	Buy	55,946 +8,491	+18%	+$439K	0.66%	47
2019 Q4	$2.54M	Buy	47,455 +1,165	+3%	+$60K	0.54%	55
2019 Q3	$2.29M	Buy	46,290 +1,430	+3%	+$71.6K	0.54%	49
2019 Q2	$2.21M	Buy	44,860 +8,440	+23%	+$410K	0.52%	51
2019 Q1	$1.7M	Buy	36,420 +6,700	+23%	+$305K	0.42%	53
2018 Q4	$1.23M	Buy	29,720 +29,246	+6,170%	+$1.31M	0.34%	58
2018 Q3	$23K	Buy	+474	New	+$23.4K	0.01%	176