SWM
Spire Wealth Management’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 | $22.2M | Sell |
205,050
-52,954
| -21% | -$5.73M | 0.8% | 22 |
|
|
2025
Q1 | $24.9M | Sell |
258,004
-1,614
| -0.6% | -$156K | 0.8% | 23 |
|
|
2024
Q4 | $25.1M | Buy |
259,618
+4,541
| +2% | +$440K | 0.78% | 24 |
|
|
2024
Q3 | $23.1M | Sell |
255,077
-61,172
| -19% | -$5.53M | 0.78% | 25 |
|
|
2024
Q2 | $27.1M | Buy |
316,249
+1,381
| +0.4% | +$118K | 0.95% | 19 |
|
|
2024
Q1 | $56.6M | Buy |
314,868
+528
| +0.2% | +$95K | 1.03% | 24 |
|
|
2023
Q4 | $23.5M | Buy |
314,340
+60,345
| +24% | +$4.52M | 0.78% | 25 |
|
|
2023
Q3 | $16.7M | Buy |
253,995
+61,462
| +32% | +$4.03M | 0.63% | 33 |
|
|
2023
Q2 | $12.5M | Buy |
192,533
+32,396
| +20% | +$2.11M | 0.46% | 43 |
|
|
2023
Q1 | $9.28M | Buy |
160,137
+18,456
| +13% | +$1.07M | 0.36% | 60 |
|
|
2022
Q4 | $6.8M | Sell |
141,681
-3,206
| -2% | -$154K | 0.38% | 62 |
|
|
2022
Q3 | $6.94M | Sell |
144,887
-26,880
| -16% | -$1.29M | 0.42% | 55 |
|
|
2022
Q2 | $9.32M | Sell |
171,767
-98,472
| -36% | -$5.34M | 0.38% | 64 |
|
|
2022
Q1 | $18.8M | Sell |
270,239
-88,674
| -25% | -$6.17M | 0.5% | 41 |
|
|
2021
Q4 | $28M | Buy |
358,913
+21,127
| +6% | +$1.65M | 0.62% | 30 |
|
|
2021
Q3 | $27.1M | Sell |
337,786
-8,997
| -3% | -$721K | 0.72% | 25 |
|
|
2021
Q2 | $28.2M | Buy |
346,783
+9,395
| +3% | +$763K | 0.76% | 22 |
|
|
2021
Q1 | $24.7M | Buy |
+337,388
| New | +$24.7M | 0.66% | 28 |
|