Financial Advocates Investment Management Select Sector Spdr Tr Communic Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Financial Advocates Investment Management holds 9,073 shares of XLC stock, worth $928,893. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,073

Previous 7,127 27.3%

Holding current value

$928,893

Previous $644,000 36.34%

% of portfolio

0.05%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$89.66 - $102.16 $174,478 - $198,803	1,946 Added 27.3%	9,073 $878,000
Q3 2024 Oct 25, 2024	BUY	$82.16 - $90.4 $61,209 - $67,348	745 Added 11.67%	7,127 $644,000
Q2 2024 Jul 26, 2024	BUY	$77.86 - $86.45 $43,056 - $47,806	553 Added 9.49%	6,382 $546,000
Q1 2024 May 01, 2024	BUY	$71.74 - $81.82 $111,842 - $127,557	1,559 Added 36.51%	5,829 $475,000
Q4 2023 Feb 08, 2024	BUY	$63.09 - $73.1 $57,790 - $66,959	916 Added 27.31%	4,270 $310,000
Q3 2023 Oct 27, 2023	SELL	$64.88 - $68.81 $19,528 - $20,711	-301 Reduced 8.24%	3,354 $219,000
Q2 2023 Aug 07, 2023	BUY	$56.13 - $65.3 $205,155 - $238,671	3,655 New	3,655 $237,000
Q3 2022 Nov 14, 2022	BUY	$47.89 - $59.89 $29,979 - $37,491	626 Added 8.8%	7,736 $401,000
Q2 2022 Aug 12, 2022	SELL	$53.08 - $71.2 $83,494 - $111,997	-1,573 Reduced 18.12%	7,110 $386,000
Q1 2022 May 11, 2022	SELL	$63.62 - $78.22 $117,887 - $144,941	-1,853 Reduced 17.59%	8,683 $597,000
Q4 2021 Feb 14, 2022	BUY	$73.63 - $82.12 $169,496 - $189,040	2,302 Added 27.96%	10,536 $818,000
Q3 2021 Nov 04, 2021	SELL	$79.63 - $86.05 $9,077 - $9,809	-114 Reduced 1.37%	8,234 $660,000
Q2 2021 Aug 03, 2021	SELL	$74.58 - $81.56 $8,427 - $9,216	-113 Reduced 1.34%	8,348 $676,000
Q1 2021 May 10, 2021	SELL	$65.08 - $76.02 $535,413 - $625,416	-8,227 Reduced 49.3%	8,461 $620,000
Q4 2020 Feb 12, 2021	BUY	$58.74 - $67.48 $703,176 - $807,803	11,971 Added 253.78%	16,688 $1.13 Million
Q3 2020 Nov 04, 2020	SELL	$55.2 - $65.14 $740,176 - $873,462	-13,409 Reduced 73.98%	4,717 $280,000
Q2 2020 Aug 14, 2020	BUY	$42.15 - $56.55 $676,043 - $907,005	16,039 Added 768.52%	18,126 $1.65 Million
Q4 2018 Feb 14, 2019	BUY	N/A	704 Added 50.9%	2,087 $0
Q3 2018 Nov 14, 2018	BUY	N/A	1,383 New	1,383 $0

Others Institutions Holding XLC

# of Institutions

1,090

Shares Held

179M

Call Options Held

2.57M

Put Options Held

2.73M

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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Select Sector Spdr Tr Communic Transaction History