AWM
Arista Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Hold |
2,934
| – | – | 0.1% | 112 |
|
|
2025
Q1 | $606K | Hold |
2,934
| – | – | 0.15% | 34 |
|
|
2024
Q4 | $682K | Hold |
2,934
| – | – | 0.16% | 33 |
|
|
2024
Q3 | $662K | Hold |
2,934
| – | – | 0.16% | 33 |
|
|
2024
Q2 | $664K | Buy |
+2,934
| New | +$664K | 0.17% | 31 |
|
|
2024
Q1 | – | Sell |
-2,934
| Closed | -$565K | – | 58 |
|
|
2023
Q4 | $565K | Hold |
2,934
| – | – | 0.21% | 27 |
|
|
2023
Q3 | $481K | Sell |
2,934
-29
| -1% | -$4.75K | 0.19% | 31 |
|
|
2023
Q2 | $515K | Sell |
2,963
-358
| -11% | -$62.2K | 0.21% | 32 |
|
|
2023
Q1 | $502K | Hold |
3,321
| – | – | 0.27% | 33 |
|
|
2022
Q4 | $413K | Buy |
+3,321
| New | +$413K | 0.26% | 38 |
|