A detailed history of Total Wealth Planning & Management, Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,524 shares of XLC stock, worth $378,019. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,524
Previous 2,603 35.38%
Holding current value
$378,019
Previous $251 Million 52.34%
% of portfolio
0.31%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$86.13 - $108.53 $79,325 - $99,956
921 Added 35.38%
3,524 $382 Million
Q1 2025

Apr 24, 2025

SELL
$94.84 - $105.31 $32,150 - $35,700
-339 Reduced 11.52%
2,603 $251 Million
Q4 2024

Feb 28, 2025

BUY
$89.66 - $102.16 $263,779 - $300,554
2,942 New
2,942 $285 Million

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
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