Annex Advisory Services’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
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $807K | Hold |
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|
2024
Q4 | $909K | Buy |
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|
2024
Q3 | $878K | Sell |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $996K | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $964K | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.13M | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $994K | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $506K | Buy |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $379K | Sell |
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|
2021
Q2 | $399K | Buy |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $225K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $228K | Sell |
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|
2018
Q2 | $281K | Sell |
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|
2018
Q1 | $308K | Buy |
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|
2017
Q4 | $296K | Sell |
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|
2017
Q3 | $296K | Sell |
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|
2017
Q2 | $302K | Sell |
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|
2017
Q1 | $297K | Sell |
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|
2016
Q4 | $366K | Buy |
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|
2016
Q3 | $280K | Sell |
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|
2016
Q2 | $276K | Sell |
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|
2016
Q1 | $307K | Buy |
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|
2015
Q4 | $294K | Sell |
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|
2015
Q3 | $303K | Buy |
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|
2015
Q2 | $293K | Sell |
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|
2015
Q1 | $305K | Sell |
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|
2014
Q4 | $344K | Sell |
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|
2014
Q3 | $356K | Sell |
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|
2014
Q2 | $354K | Sell |
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|
2014
Q1 | $338K | Sell |
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|
2013
Q4 | $359K | Sell |
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|
2013
Q3 | $348K | Sell |
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|
2013
Q2 | $378K | Buy |
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