PIA
Petredis Investment Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16M | Buy |
147,010
+3,910
| +3% | +$424K | 1.4% | 15 |
|
2025
Q1 | $13.8M | Buy |
143,100
+1,985
| +1% | +$191K | 1.44% | 16 |
|
2024
Q4 | $13.7M | Sell |
141,115
-6,597
| -4% | -$639K | 1.41% | 19 |
|
2024
Q3 | $13.4M | Buy |
147,712
+225
| +0.2% | +$20.3K | 1.42% | 16 |
|
2024
Q2 | $12.6M | Sell |
147,487
-4,963
| -3% | -$425K | 1.41% | 15 |
|
2024
Q1 | $12.4M | Sell |
152,450
-5,623
| -4% | -$459K | 1.49% | 13 |
|
2023
Q4 | $11.5M | Sell |
158,073
-11,034
| -7% | -$802K | 1.51% | 14 |
|
2023
Q3 | $11.1M | Sell |
169,107
-776
| -0.5% | -$50.9K | 1.58% | 15 |
|
2023
Q2 | $11.1M | Buy |
169,883
+3,498
| +2% | +$228K | 1.52% | 15 |
|
2023
Q1 | $9.65M | Buy |
166,385
+26,243
| +19% | +$1.52M | 1.5% | 15 |
|
2022
Q4 | $6.73M | Buy |
+140,142
| New | +$6.73M | 1.22% | 20 |
|