Circle Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025

A detailed history of Circle Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Circle Wealth Management, LLC holds 5,138 shares of XLC stock, worth $572,013. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,138
Previous 4,183 22.83%
Holding current value
$572,013
Previous $453,000 34.22%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$105.99 - $119.41 $101,220 - $114,036
955 Added 22.83%
5,138 $608,000
Q2 2025

Aug 14, 2025
BUY
$86.13 - $108.53 $360,281 - $453,980
4,183 New
4,183 $453,000

Others Institutions Holding XLC

# of Institutions
1,304
Shares Held
210M
Call Options Held
1.73M
Put Options Held
2.03M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

XLC Quotes by TradingView
  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
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