Oak Family Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Oak Family Advisors, LLC

$268 Million
Q4 2024

A detailed history of Oak Family Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Oak Family Advisors, LLC holds 28,509 shares of XLC stock, worth $2.92 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

28,509

Previous 16,421 73.61%

Holding current value

$2.92 Million

Previous $1.48 Million 85.92%

% of portfolio

1.03%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$89.66 - $102.16 $1.08 Million - $1.23 Million	12,088 Added 73.61%	28,509 $2.76 Million
Q3 2024 Oct 17, 2024	BUY	$82.16 - $90.4 $83,145 - $91,484	1,012 Added 6.57%	16,421 $1.48 Million
Q2 2024 Jul 23, 2024	BUY	$77.86 - $86.45 $16,039 - $17,808	206 Added 1.35%	15,409 $1.32 Million
Q1 2024 Apr 24, 2024	SELL	$71.74 - $81.82 $1.96 Million - $2.23 Million	-27,271 Reduced 64.21%	15,203 $1.24 Million
Q4 2023 Jan 30, 2024	SELL	$63.09 - $73.1 $383,019 - $443,790	-6,071 Reduced 12.51%	42,474 $3.09 Million
Q3 2023 Oct 20, 2023	BUY	$64.88 - $68.81 $3.15 Million - $3.34 Million	48,545 New	48,545 $3.18 Million

Others Institutions Holding XLC

# of Institutions

1,090

Shares Held

179M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Family Advisors, LLC with notifications on news.

Account

Oak Family Advisors, LLC Select Sector Spdr Tr Communic Transaction History