Axxcess 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 | $8.7M | Sell |
34,362
-3,167
| -8% | -$802K | 0.2% | 96 |
|
|
2025
Q1 | $7.75M | Sell |
37,529
-16,224
| -30% | -$3.35M | 0.21% | 89 |
|
|
2024
Q4 | $12.5M | Sell |
53,753
-1,978
| -4% | -$460K | 0.3% | 63 |
|
|
2024
Q3 | $12.6M | Sell |
55,731
-794
| -1% | -$179K | 0.31% | 63 |
|
|
2024
Q2 | $12.8M | Buy |
56,525
+17,561
| +45% | +$3.97M | 0.34% | 56 |
|
|
2024
Q1 | $8.12M | Sell |
38,964
-998
| -2% | -$208K | 0.22% | 81 |
|
|
2023
Q4 | $7.69M | Sell |
39,962
-2,081
| -5% | -$401K | 0.22% | 89 |
|
|
2023
Q3 | $6.89M | Buy |
42,043
+19,771
| +89% | +$3.24M | 0.23% | 86 |
|
|
2023
Q2 | $3.87M | Buy |
22,272
+4,491
| +25% | +$781K | 0.28% | 80 |
|
|
2023
Q1 | $2.69M | Buy |
17,781
+7,560
| +74% | +$1.14M | 0.2% | 101 |
|
|
2022
Q4 | $1.27M | Sell |
10,221
-4,313
| -30% | -$537K | 0.1% | 186 |
|
|
2022
Q3 | $1.73M | Buy |
14,534
+2,656
| +22% | +$316K | 0.16% | 123 |
|
|
2022
Q2 | $1.51M | Sell |
11,878
-2,822
| -19% | -$359K | 0.14% | 138 |
|
|
2022
Q1 | $2.34M | Sell |
14,700
-4,688
| -24% | -$745K | 0.18% | 107 |
|
|
2021
Q4 | $3.37M | Buy |
+19,388
| New | +$3.37M | 0.25% | 79 |
|