Arkadios Wealth Advisors’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 | $16.7M | Sell |
65,911
-14,627
| -18% | -$3.7M | 0.49% | 31 |
|
|
2025
Q1 | $16.6M | Buy |
80,538
+26,508
| +49% | +$5.47M | 0.63% | 27 |
|
|
2024
Q4 | $12.6M | Buy |
54,030
+2,997
| +6% | +$697K | 0.69% | 20 |
|
|
2024
Q3 | $11.5M | Buy |
51,033
+12,841
| +34% | +$2.9M | 0.65% | 23 |
|
|
2024
Q2 | $8.64M | Buy |
38,192
+12,214
| +47% | +$2.76M | 0.58% | 29 |
|
|
2024
Q1 | $5.41M | Sell |
25,978
-913
| -3% | -$190K | 0.42% | 45 |
|
|
2023
Q4 | $5.18M | Buy |
26,891
+1,834
| +7% | +$353K | 0.44% | 45 |
|
|
2023
Q3 | $4.11M | Sell |
25,057
-748
| -3% | -$123K | 0.39% | 58 |
|
|
2023
Q2 | $4.49M | Sell |
25,805
-331
| -1% | -$57.5K | 0.52% | 42 |
|
|
2023
Q1 | $3.95M | Sell |
26,136
-2,676
| -9% | -$404K | 0.47% | 49 |
|
|
2022
Q4 | $3.59M | Buy |
28,812
+4,957
| +21% | +$617K | 0.48% | 53 |
|
|
2022
Q3 | $2.83M | Buy |
23,855
+3,042
| +15% | +$361K | 0.43% | 59 |
|
|
2022
Q2 | $2.65M | Buy |
20,813
+1,333
| +7% | +$169K | 0.39% | 62 |
|
|
2022
Q1 | $3.1M | Sell |
19,480
-2,636
| -12% | -$419K | 0.41% | 58 |
|
|
2021
Q4 | $3.85M | Buy |
22,116
+166
| +0.8% | +$28.9K | 0.51% | 42 |
|
|
2021
Q3 | $3.28M | Sell |
21,950
-7,891
| -26% | -$1.18M | 0.47% | 45 |
|
|
2021
Q2 | $4.41M | Buy |
29,841
+14,714
| +97% | +$2.17M | 0.54% | 35 |
|
|
2021
Q1 | $2.01M | Sell |
15,127
-791
| -5% | -$105K | 0.33% | 74 |
|
|
2020
Q4 | $2.07M | Buy |
15,918
+13,214
| +489% | +$1.72M | 0.43% | 63 |
|
|
2020
Q3 | $328K | Sell |
2,704
-1,357
| -33% | -$164K | 0.16% | 134 |
|
|
2020
Q2 | $435K | Sell |
4,061
-48
| -1% | -$5.14K | 0.24% | 98 |
|
|
2020
Q1 | $330K | Sell |
4,109
-47
| -1% | -$3.78K | 0.21% | 113 |
|
|
2019
Q4 | $422K | Buy |
+4,156
| New | +$422K | 0.25% | 94 |
|