Arete Wealth 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 | $2.99M | Buy |
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|
2025
Q1 | $2.18M | Buy |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $2.01M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.28B | Buy |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $3.66M | Sell |
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|
2021
Q3 | $3.4M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $2.53M | Sell |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $1.82M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $866K | Buy |
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|
2019
Q3 | $286K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $338K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $626K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $314K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $635K | Buy |
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|
2014
Q2 | $246K | Sell |
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|
2014
Q1 | $235K | Buy |
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|
2013
Q4 | $230K | Buy |
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