AO
Advisor OS’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Buy |
3,399
+2,086
| +159% | +$528K | 0.08% | 176 |
|
|
2025
Q1 | $271K | Sell |
1,313
-6,250
| -83% | -$1.29M | 0.03% | 346 |
|
|
2024
Q4 | $1.76M | Sell |
7,563
-23,879
| -76% | -$5.55M | 0.2% | 75 |
|
|
2024
Q3 | $7.1M | Buy |
31,442
+2,215
| +8% | +$500K | 0.71% | 28 |
|
|
2024
Q2 | $6.61M | Buy |
29,227
+1,174
| +4% | +$266K | 0.72% | 26 |
|
|
2024
Q1 | $5.84M | Buy |
28,053
+4,547
| +19% | +$947K | 0.67% | 27 |
|
|
2023
Q4 | $4.52M | Buy |
23,506
+2,706
| +13% | +$521K | 0.59% | 29 |
|
|
2023
Q3 | $3.41M | Buy |
20,800
+1,070
| +5% | +$175K | 0.51% | 37 |
|
|
2023
Q2 | $3.43M | Buy |
+19,730
| New | +$3.43M | 0.56% | 34 |
|
|
2022
Q2 | – | Sell |
-9,265
| Closed | -$1.47M | – | 213 |
|
|
2022
Q1 | $1.47M | Buy |
9,265
+3,063
| +49% | +$487K | 0.43% | 54 |
|
|
2021
Q4 | $1.08M | Buy |
6,202
+2,035
| +49% | +$354K | 0.22% | 102 |
|
|
2021
Q3 | $622K | Buy |
4,167
+1,632
| +64% | +$244K | 0.14% | 133 |
|
|
2021
Q2 | $374K | Hold |
2,535
| – | – | 0.08% | 169 |
|
|
2021
Q1 | $337K | Buy |
+2,535
| New | +$337K | 0.08% | 147 |
|
|
2020
Q3 | – | Sell |
-15,943
| Closed | -$1.67M | – | 174 |
|
|
2020
Q2 | $1.67M | Buy |
+15,943
| New | +$1.67M | 0.99% | 22 |
|