Valley National Advisers’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	$16K	Hold	147	–	–	﹤0.01%	538
2025 Q4	$17K	Hold	147	–	–	﹤0.01%	526
2025 Q3	$17K	Buy	147 +28	+24%	+$3.11K	﹤0.01%	494
2025 Q2	$12K	Sell	119 -114	-49%	-$11.2K	﹤0.01%	535
2025 Q1	$22K	Buy	233 +114	+96%	+$11.4K	﹤0.01%	475
2024 Q4	$11K	Hold	119	–	–	﹤0.01%	535
2024 Q3	$10K	Hold	119	–	–	﹤0.01%	526
2024 Q2	$10K	Hold	119	–	–	﹤0.01%	629
2024 Q1	$9K	Sell	119 -112	-48%	-$8.72K	﹤0.01%	682
2023 Q4	$16K	Buy	231 +77	+50%	+$5.3K	﹤0.01%	579
2023 Q3	$10K	Sell	154 -15	-9%	-$1K	﹤0.01%	612
2023 Q2	$11K	Hold	169	–	–	﹤0.01%	595
2023 Q1	$10K	Hold	169	–	–	﹤0.01%	599
2022 Q4	$8K	Hold	169	–	–	﹤0.01%	614
2022 Q3	$8K	Hold	169	–	–	﹤0.01%	619
2022 Q2	$10K	Hold	169	–	–	﹤0.01%	579
2022 Q1	$12K	Hold	169	–	–	﹤0.01%	578
2021 Q4	$13K	Hold	169	–	–	﹤0.01%	573
2021 Q3	$14K	Buy	169 +13	+8%	+$1.08K	﹤0.01%	539
2021 Q2	$13K	Buy	156 +42	+37%	+$3.27K	﹤0.01%	548
2021 Q1	$8K	Hold	114	–	–	﹤0.01%	577
2020 Q4	$8K	Hold	114	–	–	﹤0.01%	558
2020 Q3	$7K	Hold	114	–	–	﹤0.01%	526
2020 Q2	$6K	Hold	114	–	–	﹤0.01%	543
2020 Q1	$5K	Hold	114	–	–	﹤0.01%	554
2019 Q4	$6K	Buy	114 +15	+15%	+$773	﹤0.01%	594
2019 Q3	$5K	Buy	+99	New	+$4.96K	﹤0.01%	597
2018 Q4	–	Sell	-20	Closed	–	–	834
2018 Q3	$0	Buy	+20	New	+$988	﹤0.01%	756