Cadence 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
Q2 | $395K | Buy |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $700K | Sell |
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|
2021
Q4 | $917K | Sell |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $732K | Buy |
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|
2021
Q1 | $652K | Buy |
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