Aprio Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Hold |
1,511
| – | – | 0.04% | 237 |
|
|
2025
Q1 | $312K | Buy |
1,511
+28
| +2% | +$5.78K | 0.04% | 263 |
|
|
2024
Q4 | $345K | Sell |
1,483
-31
| -2% | -$7.21K | 0.05% | 188 |
|
|
2024
Q3 | $342K | Hold |
1,514
| – | – | 0.05% | 175 |
|
|
2024
Q2 | $343K | Hold |
1,514
| – | – | 0.06% | 147 |
|
|
2024
Q1 | $315K | Buy |
+1,514
| New | +$315K | 0.06% | 148 |
|
|
2020
Q4 | – | Sell |
-9,767
| Closed | -$1.14M | – | 73 |
|
|
2020
Q3 | $1.14M | Sell |
9,767
-2,368
| -20% | -$276K | 0.81% | 23 |
|
|
2020
Q2 | $1.27M | Sell |
12,135
-18,026
| -60% | -$1.88M | 1.22% | 19 |
|
|
2020
Q1 | $2.42M | Sell |
30,161
-908
| -3% | -$73K | 3.07% | 5 |
|
|
2019
Q4 | $2.85M | Buy |
+31,069
| New | +$2.85M | 2.1% | 11 |
|