Realta Investment Advisors’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	$2.01M	Sell	18,111 -2,122	-10%	-$246K	0.7%	37
2025 Q4	$2.38M	Sell	20,233 -703	-3%	-$80.9K	0.78%	28
2025 Q3	$2.48M	Buy	20,936 +6,604	+46%	+$734K	0.83%	30
2025 Q2	$1.56M	Sell	14,332 -3,707	-21%	-$365K	0.61%	42
2025 Q1	$1.74M	Sell	18,039 -3,202	-15%	-$320K	0.79%	31
2024 Q4	$2.08M	Buy	21,241 +229	+1%	+$21.8K	0.85%	28
2024 Q3	$1.91M	Sell	21,012 -4,283	-17%	-$369K	0.88%	26
2024 Q2	$2.17M	Sell	25,295 -2,116	-8%	-$174K	0.42%	51
2024 Q1	$2.24M	Buy	27,411 +14,107	+106%	+$1.1M	0.46%	44
2023 Q4	$967K	Buy	13,304 +12,537	+1,635%	+$863K	0.22%	122
2023 Q3	$49.9K	Hold	767	–	–	0.01%	533
2023 Q2	$49.9K	Buy	+767	New	+$46.7K	0.01%	564
2023 Q1	–	Sell	-780	Closed	-$37.4K	–	836
2022 Q4	$37.4K	Buy	780 +97	+14%	+$4.75K	0.01%	577
2022 Q3	$33K	Buy	+683	New	+$37.6K	0.01%	570
2019 Q2	–	Sell	-890	Closed	-$42K	–	1822
2019 Q1	$42K	Buy	+890	New	+$40.6K	0.02%	591