Spartan Planning & Wealth Management Select Sector Spdr Tr Communic Transaction History

Spartan Planning & Wealth Management

  • $99.2 Million
  • Q1 2025

A detailed history of Spartan Planning & Wealth Management transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,109 shares of XLC stock, worth $319,729. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,109
Previous 3,706 16.11%
Holding current value
$319,729
Previous $358,000 17.04%
% of portfolio
0.3%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$94.84 - $105.31 $56,619 - $62,870
-597 Reduced 16.11%
3,109 $297,000
Q4 2024

Jan 07, 2025
BUY
$89.66 - $102.16 $242,082 - $275,832
2,700 Added 268.39%
3,706 $358,000
Q4 2023

Mar 12, 2024
BUY
$63.09 - $73.1 $5,930 - $6,871
94 Added 10.31%
1,006 $73,000
Q3 2023

Nov 17, 2023
BUY
$64.88 - $68.81 $59,170 - $62,754
912 New
912 $59,000

Others Institutions Holding XLC

# of Institutions
1,219
Shares Held
186M
Call Options Held
2.97M
Put Options Held
2.93M
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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