Waverly Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Buy |
69,445
+17,831
| +35% | +$1.94M | 0.08% | 231 |
|
|
2025
Q1 | $4.98M | Buy |
51,614
+36,963
| +252% | +$3.57M | 0.06% | 299 |
|
|
2024
Q4 | $1.42M | Buy |
14,651
+9,340
| +176% | +$904K | 0.02% | 450 |
|
|
2024
Q3 | $480K | Buy |
5,311
+78
| +1% | +$7.05K | 0.01% | 591 |
|
|
2024
Q2 | $448K | Buy |
5,233
+129
| +3% | +$11.1K | 0.01% | 599 |
|
|
2024
Q1 | $417K | Buy |
+5,104
| New | +$417K | 0.01% | 512 |
|