Aspiriant LLC’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
Q3
$1.03M Buy
2025
Q2
$757K Sell
2025
Q1
$637K Sell
2024
Q4
$1.07M Buy
2024
Q3
$792K Buy
2024
Q2
$747K Buy
2024
Q1
$612K Buy
2023
Q4
$515K Hold
2023
Q3
$439K Buy
2023
Q2
$402K Sell
2023
Q1
$365K Buy
2022
Q4
$300K Sell
2022
Q3
$379K Sell
2022
Q2
$407K Sell
2022
Q1
$615K Buy
2021
Q4
$548K Sell
2021
Q3
$485K Hold
2021
Q2
$479K Hold
2021
Q1
$431K Buy
2020
Q4
$305K Hold
2020
Q3
$273K Buy