Caldwell Trust’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 | $4.65M | Buy |
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|
2025
Q2 | $4.09M | Sell |
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|
2025
Q1 | $3.39M | Sell |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $4.2M | Sell |
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|
2024
Q2 | $4.21M | Buy |
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|
2024
Q1 | $3.73M | Buy |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.81M | Buy |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $3.23M | Buy |
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|
2022
Q4 | $2.14M | Sell |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $3.61M | Buy |
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|
2021
Q4 | $2.59M | Sell |
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|
2021
Q3 | $2.23M | Buy |
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|
2021
Q2 | $1.93M | Sell |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.83M | Sell |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $1.26M | Buy |
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