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

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Modern Wealth Management, LLC holds 31,103 shares of XLC stock, worth $3.15 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

31,103

Previous 31,101 0.01%

Holding current value

$3.15 Million

Previous $3 Billion 99.9%

% of portfolio

0.1%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$94.84 - $105.31 $189 - $210	2 Added 0.01%	31,103 $3 Million
Q1 2025 May 15, 2025	BUY	$94.84 - $105.31 $101,383 - $112,576	1,069 Added 3.56%	31,101 $3 Billion
Q4 2024 May 30, 2025	SELL	$89.66 - $102.16 $127,944 - $145,782	-1,427 Reduced 4.59%	29,674 $2.87 Million
Q4 2024 May 29, 2025	SELL	$89.66 - $102.16 $127,944 - $145,782	-1,427 Reduced 4.59%	29,674 $2.87 Million
Q4 2024 Feb 11, 2025	BUY	$89.66 - $102.16 $2.69 Million - $3.07 Million	30,032 New	30,032 $3.1 Billion

Others Institutions Holding XLC

# of Institutions

1,217

Shares Held

186M

Call Options Held

2.97M

Put Options Held

2.93M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

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