Arete Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 7,613 shares of XLC stock, worth $743,028. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,613

Previous 7,601 0.16%

Holding current value

$743,028

Previous $684,000 8.04%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$89.66 - $102.16 $1,075 - $1,225	12 Added 0.16%	7,613 $739,000
Q3 2024 Nov 14, 2024	BUY	$82.16 - $90.4 $624,498 - $687,130	7,601 New	7,601 $684,000
Q4 2023 Feb 14, 2024	BUY	$63.09 - $73.1 $894,994 - $1.04 Million	14,186 New	14,186 $1.03 Million
Q2 2023 Aug 09, 2023	BUY	$56.13 - $65.3 $218,065 - $253,690	3,885 New	3,885 $253,000
Q3 2022 Nov 07, 2022	BUY	$47.89 - $59.89 $328,908 - $411,324	6,868 New	6,868 $329,000
Q2 2022 Aug 15, 2022	SELL	$53.08 - $71.2 $194,538 - $260,948	-3,665 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$63.62 - $78.22 $233,167 - $286,676	3,665 New	3,665 $252,000
Q1 2021 May 10, 2021	SELL	$65.08 - $76.02 $438,509 - $512,222	-6,738 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	$58.74 - $67.48 $15,037 - $17,274	-256 Reduced 3.66%	6,738 $454,000
Q3 2020 Nov 09, 2020	SELL	$55.2 - $65.14 $153,732 - $181,414	-2,785 Reduced 28.48%	6,994 $413,000
Q2 2020 Aug 11, 2020	BUY	$42.15 - $56.55 $412,184 - $553,002	9,779 New	9,779 $528,000

Others Institutions Holding XLC

# of Institutions

1,165

Shares Held

183M

Call Options Held

3.62M

Put Options Held

4.64M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Account

Arete Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History