Steel Peak Wealth Management LLC Select Sector Spdr Tr Communic Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 75,871 shares of XLC stock, worth $7.79 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

75,871

Holding current value

$7.79 Million

% of portfolio

0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$89.66 - $102.16 $6.8 Million - $7.75 Million	75,871 New	75,871 $7.35 Million
Q2 2024 Jul 16, 2024	BUY	$77.86 - $86.45 $496,746 - $551,551	6,380 Added 21.13%	36,580 $3.13 Million
Q1 2024 Apr 17, 2024	BUY	$71.74 - $81.82 $1.34 Million - $1.52 Million	18,617 Added 160.73%	30,200 $2.47 Million
Q4 2023 Jan 23, 2024	SELL	$63.09 - $73.1 $2.94 Million - $3.4 Million	-46,548 Reduced 80.07%	11,583 $841,000
Q3 2023 Nov 02, 2023	BUY	$64.88 - $68.81 $3.03 Million - $3.22 Million	46,727 Added 409.74%	58,131 $3.81 Million
Q2 2023 Aug 02, 2023	BUY	$56.13 - $65.3 $640,106 - $744,681	11,404 New	11,404 $742,000
Q3 2022 Oct 26, 2022	BUY	$47.89 - $59.89 $2.79 Million - $3.49 Million	58,206 New	58,206 $2.79 Million
Q1 2022 May 10, 2022	SELL	$63.62 - $78.22 $504,442 - $620,206	-7,929 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$73.63 - $82.12 $583,812 - $651,129	7,929 New	7,929 $616,000

Others Institutions Holding XLC

# of Institutions

1,108

Shares Held

184M

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

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Steel Peak Wealth Management LLC Select Sector Spdr Tr Communic Transaction History