Apriem Advisors’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 | $654K | Hold |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $669K | Buy |
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|
2024
Q3 | $583K | Hold |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $521K | Hold |
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|
2023
Q4 | $481K | Hold |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $444K | Sell |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $425K | Hold |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $368K | Hold |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $253K | Sell |
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|
2019
Q4 | $307K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $83K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $17K | Buy |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $4K | Sell |
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|
2016
Q1 | $12K | Buy |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Buy |
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|
2014
Q3 | $4K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $4K | Sell |
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|
2013
Q4 | $7K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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