Oak Family Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Oak Family Advisors’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
2025 Q3	$4.01M	Buy
2025 Q2	$1.36M	Sell
2025 Q1	$1.4M	Sell
2024 Q4	$2.76M	Buy
2024 Q3	$1.48M	Buy
2024 Q2	$1.32M	Buy
2024 Q1	$1.24M	Sell
2023 Q4	$3.09M	Sell
2023 Q3	$3.18M	Buy