Secure Asset Management’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	–	Sell	-5,910	Closed	-$696K	–	378
2025 Q4	$696K	Buy	5,910 +290	+5%	+$33.4K	0.11%	158
2025 Q3	$656K	Buy	5,620 +1,099	+24%	+$122K	0.11%	157
2025 Q2	$491K	Buy	4,521 +11	+0.2%	+$1.08K	0.09%	189
2025 Q1	$435K	Buy	4,510 +326	+8%	+$32.6K	0.09%	189
2024 Q4	$405K	Buy	4,184 +883	+27%	+$84.2K	0.06%	220
2024 Q3	$298K	Sell	3,301 -1,640	-33%	-$141K	0.05%	249
2024 Q2	$423K	Buy	4,941 +2,430	+97%	+$200K	0.08%	181
2024 Q1	$205K	Sell	2,511 -293	-10%	-$22.8K	0.05%	226
2023 Q4	$204K	Sell	2,804 -772	-22%	-$53.1K	0.05%	224
2023 Q3	$234K	Sell	3,576 -729	-17%	-$48.6K	0.07%	186
2023 Q2	$280K	Buy	+4,305	New	+$262K	0.09%	155
2020 Q1	–	Sell	-7,357	Closed	-$395K	–	162
2019 Q4	$395K	Buy	+7,357	New	+$379K	0.28%	90