AE Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Sell |
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|
2025
Q1 | $4.16M | Sell |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $5.79M | Sell |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $5.5M | Sell |
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|
2023
Q4 | $34M | Buy |
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|
2023
Q3 | $21.8M | Buy |
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|
2023
Q2 | $22.1M | Buy |
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|
2023
Q1 | $13.9M | Sell |
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|
2022
Q4 | $15.2M | Sell |
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|
2022
Q3 | $15.8M | Sell |
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|
2022
Q2 | $46.4M | Sell |
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|
2022
Q1 | $65.8M | Buy |
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|
2021
Q4 | $65.3M | Buy |
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|
2021
Q3 | $53M | Buy |
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|
2021
Q2 | $48.5M | Buy |
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|
2021
Q1 | $38.7M | Buy |
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|
2020
Q4 | $33M | Buy |
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|
2020
Q3 | $22.8M | Buy |
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|
2020
Q2 | $19.4M | Buy |
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|
2020
Q1 | $8.44M | Sell |
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|
2019
Q4 | $12.2M | Buy |
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|
2019
Q3 | $4.74M | Buy |
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|
2019
Q2 | $3.69M | Buy |
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|
2019
Q1 | $2.51M | Sell |
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|
2018
Q4 | $3.37M | Sell |
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|
2018
Q3 | $8.16M | Buy |
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|
2018
Q2 | $6.07M | Buy |
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|
2018
Q1 | $5.09M | Buy |
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|
2017
Q4 | $3.04M | Sell |
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|
2017
Q3 | $3.45M | Sell |
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|
2017
Q2 | $3.35M | Buy |
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|
2017
Q1 | $852K | Buy |
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|
2016
Q4 | $239K | Buy |
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