Aprio 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
$383K Hold
2025
Q1
$312K Buy
2024
Q4
$345K Sell
2024
Q3
$342K Hold
2024
Q2
$343K Hold
2024
Q1
$315K Buy
2020
Q4
Sell
2020
Q3
$1.14M Sell
2020
Q2
$1.27M Sell
2020
Q1
$2.42M Sell
2019
Q4
$2.85M Buy