Private Wealth Advisors (California)’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 | $1.39M | Sell |
12,524
-13,098
| -51% | -$1.52M | 0.39% | 60 |
|
|
2025
Q4 | $3.02M | Buy |
25,622
+51
| +0.2% | +$5.87K | 1.09% | 37 |
|
|
2025
Q3 | $3.03M | Sell |
25,571
-2,798
| -10% | -$311K | 1.14% | 37 |
|
|
2025
Q2 | $3.08M | Sell |
28,369
-644
| -2% | -$63.4K | 1.21% | 36 |
|
|
2025
Q1 | $2.8M | Sell |
29,013
-251
| -0.9% | -$25.1K | 1.18% | 35 |
|
|
2024
Q4 | $2.83M | Buy |
29,264
+72
| +0.2% | +$6.87K | 1.24% | 34 |
|
|
2024
Q3 | $2.64M | Sell |
29,192
-274
| -0.9% | -$23.6K | 1.08% | 38 |
|
|
2024
Q2 | $2.51M | Sell |
29,466
-57
| -0.2% | -$4.7K | 1.1% | 36 |
|
|
2024
Q1 | $2.41M | Sell |
29,523
-2,495
| -8% | -$194K | 1.01% | 32 |
|
|
2023
Q4 | $2.33M | Sell |
32,018
-3,422
| -10% | -$235K | 1% | 32 |
|
|
2023
Q3 | $2.32M | Sell |
35,440
-997
| -3% | -$66.5K | 1.02% | 31 |
|
|
2023
Q2 | $2.37M | Sell |
36,437
-24,665
| -40% | -$1.5M | 1% | 31 |
|
|
2023
Q1 | $3.54M | Sell |
61,102
-3,637
| -6% | -$198K | 1.51% | 20 |
|
|
2022
Q4 | $3.11M | Buy |
64,739
+11,891
| +23% | +$582K | 1.33% | 30 |
|
|
2022
Q3 | $2.53M | Buy |
52,848
+118
| +0.2% | +$6.49K | 1.18% | 27 |
|
|
2022
Q2 | $3.09M | Buy |
52,730
+42,452
| +413% | +$2.56M | 1.15% | 27 |
|
|
2022
Q1 | $707K | Buy |
10,278
+673
| +7% | +$47.4K | 0.23% | 55 |
|
|
2021
Q4 | $746K | Sell |
9,605
-257
| -3% | -$20.3K | 0.24% | 65 |
|
|
2021
Q3 | $761K | Buy |
9,862
+16
| +0.2% | +$1.32K | 0.23% | 75 |
|
|
2021
Q2 | $797K | Buy |
9,846
+16
| +0.2% | +$1.25K | 0.24% | 61 |
|
|
2021
Q1 | $721K | Sell |
9,830
-518
| -5% | -$36.9K | 0.24% | 54 |
|
|
2020
Q4 | $677K | Buy |
10,348
+16
| +0.2% | +$1.02K | 0.23% | 48 |
|
|
2020
Q3 | $614K | Buy |
10,332
+22
| +0.2% | +$1.3K | 0.32% | 40 |
|
|
2020
Q2 | $557K | Buy |
10,310
+29
| +0.3% | +$1.49K | 0.39% | 32 |
|
|
2020
Q1 | $455K | Sell |
10,281
-314
| -3% | -$16.2K | 0.39% | 38 |
|
|
2019
Q4 | $568K | Buy |
10,595
+20
| +0.2% | +$1.03K | 0.33% | 52 |
|
|
2019
Q3 | $524K | Buy |
10,575
+378
| +4% | +$18.9K | 0.34% | 43 |
|
|
2019
Q2 | $477K | Hold |
10,197
| – | – | 0.32% | 42 |
|
|
2019
Q1 | $477K | Buy |
10,197
+2,519
| +33% | +$115K | 0.32% | 42 |
|
|
2018
Q4 | $317K | Buy |
+7,678
| New | +$344K | 0.26% | 42 |
|
Other funds holding XLC
