Steward Partners Investment Advisory’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $8.55M | Buy |
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|
2024
Q2 | $7.54M | Buy |
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|
2024
Q1 | $6.9M | Buy |
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|
2023
Q4 | $5.96M | Buy |
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|
2023
Q3 | $5.27M | Buy |
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|
2023
Q2 | $5.22M | Buy |
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|
2023
Q1 | $2.66M | Buy |
|
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.77M | Sell |
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|
2022
Q1 | $3.21M | Sell |
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|
2021
Q4 | $8.21M | Buy |
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|
2021
Q3 | $5.8M | Buy |
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|
2021
Q2 | $3.05M | Buy |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $1.4M | Buy |
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|
2020
Q2 | $599K | Sell |
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|
2020
Q1 | $770K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $889K | Sell |
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|
2019
Q2 | $1.36M | Buy |
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|
2019
Q1 | $601K | Buy |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | $2K | Buy |
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