Collaborative Wealth Managment Inc. Select Sector Spdr Tr Communic Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 2,356 shares of XLC stock, worth $268,984. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,356
Previous 2,230 5.65%
Holding current value
$268,984
Previous $215,000 18.6%
% of portfolio
0.11%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$86.13 - $108.53 $10,852 - $13,674
126 Added 5.65%
2,356 $255,000
Q1 2025

May 08, 2025
SELL
$94.84 - $105.31 $24,089 - $26,748
-254 Reduced 10.23%
2,230 $215,000
Q4 2024

Feb 10, 2025
SELL
$89.66 - $102.16 $2,869 - $3,269
-32 Reduced 1.27%
2,484 $240,000
Q3 2024

Nov 12, 2024
BUY
$82.16 - $90.4 $11,173 - $12,294
136 Added 5.71%
2,516 $227,000
Q2 2024

Aug 09, 2024
SELL
$77.86 - $86.45 $9,343 - $10,374
-120 Reduced 4.8%
2,380 $203,000
Q1 2024

May 10, 2024
SELL
$71.74 - $81.82 $19,441 - $22,173
-271 Reduced 9.78%
2,500 $204,000
Q4 2023

Feb 07, 2024
BUY
$63.09 - $73.1 $174,822 - $202,560
2,771 New
2,771 $201,000
Q3 2022

Nov 14, 2022
SELL
$47.89 - $59.89 $32,517 - $40,665
-679 Reduced 13.72%
4,270 $204,000
Q2 2022

Aug 15, 2022
SELL
$53.08 - $71.2 $114,440 - $153,507
-2,156 Reduced 30.34%
4,949 $269,000
Q4 2021

Feb 11, 2022
SELL
$73.63 - $82.12 $3,828 - $4,270
-52 Reduced 0.73%
7,105 $552,000
Q1 2021

May 12, 2022
BUY
$65.08 - $76.02 $465,777 - $544,075
7,157 New
7,157 $492,000

Others Institutions Holding XLC

# of Institutions
1,278
Shares Held
204M
Call Options Held
1.76M
Put Options Held
2.11M
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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