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

Xcel Wealth Management, LLC

$364 Million
Q3 2025

A detailed history of Xcel Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 4,159 shares of XLC stock, worth $463,021. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,159

Previous 5,163 19.45%

Holding current value

$463,021

Previous $560,000 12.14%

% of portfolio

0.13%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$105.99 - $119.41 $106,413 - $119,887	-1,004 Reduced 19.45%	4,159 $492,000
Q1 2024 Apr 22, 2024	BUY	$71.74 - $81.82 $4,519 - $5,154	63 Added 1.24%	5,163 $421,000
Q4 2021 Feb 03, 2022	SELL	$73.63 - $82.12 $1,693 - $1,888	-23 Reduced 0.45%	5,100 $396,000
Q2 2021 Jul 15, 2021	SELL	$74.58 - $81.56 $39,005 - $42,655	-523 Reduced 9.26%	5,123 $415,000
Q1 2021 Apr 15, 2021	BUY	$65.08 - $76.02 $1,496 - $1,748	23 Added 0.41%	5,646 $414,000

Q4 2020 Jan 13, 2021	SELL	$58.74 - $67.48 $1,938 - $2,226	-33 Reduced 0.58%	5,623 $379,000
Q2 2020 Jul 10, 2020	BUY	$42.15 - $56.55 $238,400 - $319,846	5,656 New	5,656 $305,000
Q1 2020 Apr 07, 2020	SELL	$40.22 - $57.58 $160,880 - $230,320	-4,000 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$48.28 - $54.19 $193,120 - $216,760	4,000 New	4,000 $214,000

Others Institutions Holding XLC

# of Institutions

1,304

Shares Held

210M

Call Options Held

1.73M

Put Options Held

2.03M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

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