Select Sector Spdr Tr Communic etfeqty shares owned by Caldwell Trust
Quarter-by-quarter ownership of Select Sector Spdr Tr Communic etfeqty (XLC) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Select Sector Spdr Tr Communic etfeqty
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Quarterly reported holdings in Select Sector Spdr Tr Communic etfeqty by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $670k | 5.7k | 118.37 |
| 2021-12-31 | $463k | 6.0k | 77.68 |
| 2021-09-30 | $366k | 4.6k | 80.11 |
| 2021-06-30 | $392k | 4.8k | 80.97 |
| 2021-03-31 | $342k | 4.7k | 73.32 |
| 2020-12-31 | $327k | 4.8k | 67.48 |
| 2020-09-30 | $288k | 4.8k | 59.40 |
| 2020-06-30 | $236k | 4.4k | 54.04 |
| 2020-03-31 | $72k | 1.6k | 44.24 |
| 2019-12-31 | $87k | 1.6k | 53.63 |
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