Marcum Wealth, LLC Select Sector Spdr Tr Communic Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,019 shares of XLC stock, worth $863,084. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,019

Previous 8,594 6.69%

Holding current value

$863,084

Previous $831,000 7.7%

% of portfolio

0.07%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$94.84 - $105.31 $54,533 - $60,553	-575 Reduced 6.69%	8,019 $767,000
Q4 2024 Jan 13, 2025	SELL	$89.66 - $102.16 $14,973 - $17,060	-167 Reduced 1.91%	8,594 $831,000
Q3 2024 Oct 08, 2024	SELL	$82.16 - $90.4 $319,109 - $351,113	-3,884 Reduced 30.72%	8,761 $791,000
Q2 2024 Jul 02, 2024	SELL	$77.86 - $86.45 $65,713 - $72,963	-844 Reduced 6.26%	12,645 $1.08 Million
Q1 2024 Apr 10, 2024	SELL	$71.74 - $81.82 $39,385 - $44,919	-549 Reduced 3.91%	13,489 $1.1 Million
Q4 2023 Jan 10, 2024	BUY	$63.09 - $73.1 $85,297 - $98,831	1,352 Added 10.66%	14,038 $1.02 Million
Q3 2023 Oct 10, 2023	SELL	$64.88 - $68.81 $8,758 - $9,289	-135 Reduced 1.05%	12,686 $831,000
Q2 2023 Jul 13, 2023	SELL	$56.13 - $65.3 $202,236 - $235,275	-3,603 Reduced 21.94%	12,821 $834,000
Q1 2023 Apr 19, 2023	BUY	$48.61 - $59.39 $5,784 - $7,067	119 Added 0.73%	16,424 $952,000
Q4 2022 Jan 12, 2023	SELL	$45.41 - $51.94 $26,428 - $30,229	-582 Reduced 3.45%	16,305 $0
Q3 2022 Oct 11, 2022	SELL	$47.89 - $59.89 $276,899 - $346,283	-5,782 Reduced 25.51%	16,887 $809,000
Q2 2022 Jul 14, 2022	BUY	$53.08 - $71.2 $376,071 - $504,452	7,085 Added 45.46%	22,669 $1.23 Million
Q1 2022 Apr 20, 2022	SELL	$63.62 - $78.22 $75,262 - $92,534	-1,183 Reduced 7.06%	15,584 $1.07 Million
Q4 2021 Feb 01, 2022	BUY	$73.63 - $82.12 $194,751 - $217,207	2,645 Added 18.73%	16,767 $1.3 Million
Q3 2021 Nov 08, 2021	BUY	$79.63 - $86.05 $79,470 - $85,877	998 Added 7.6%	14,122 $1.13 Million
Q2 2021 Aug 10, 2021	SELL	$74.58 - $81.56 $10,814 - $11,826	-145 Reduced 1.09%	13,124 $1.06 Million
Q1 2021 May 11, 2021	BUY	$65.08 - $76.02 $863,546 - $1.01 Million	13,269 New	13,269 $973,000

Others Institutions Holding XLC

# of Institutions

1,259

Shares Held

354M

Call Options Held

1.79M

Put Options Held

2.17M

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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Select Sector Spdr Tr Communic Transaction History