Bartlett & Co Wealth Management’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 | $14.4M | Sell |
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|
2025
Q2 | $13M | Buy |
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|
2025
Q1 | $10.2M | Sell |
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|
2024
Q4 | $11.6M | Sell |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $11.5M | Sell |
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|
2024
Q1 | $10.7M | Sell |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $5.5M | Sell |
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|
2023
Q2 | $9.09M | Buy |
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|
2023
Q1 | $7.52M | Sell |
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|
2022
Q4 | $6.81M | Buy |
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|
2022
Q3 | $5.24M | Buy |
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|
2022
Q2 | $5.48M | Buy |
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|
2022
Q1 | $6.37M | Buy |
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|
2021
Q4 | $6.85M | Hold |
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|
2021
Q3 | $5.88M | Hold |
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|
2021
Q2 | $5.82M | Hold |
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|
2021
Q1 | $5.23M | Hold |
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|
2020
Q4 | $5.12M | Buy |
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|
2020
Q3 | $4.4M | Sell |
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|
2020
Q2 | $3.97M | Buy |
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|
2020
Q1 | $2.97M | Hold |
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|
2019
Q4 | $3.38M | Hold |
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|
2019
Q3 | $2.97M | Buy |
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|
2019
Q2 | $2.79M | Hold |
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|
2019
Q1 | $2.65M | Hold |
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|
2018
Q4 | $2.22M | Buy |
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|
2018
Q3 | $2.61M | Hold |
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|
2018
Q2 | $2.41M | Hold |
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|
2018
Q1 | $2.27M | Buy |
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