Capital Advisors Ltd’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 | $2.22M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.32M | Buy |
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|
2024
Q1 | $990K | Buy |
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|
2023
Q4 | $742K | Buy |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $50K | Hold |
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|
2023
Q1 | $44K | Hold |
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|
2022
Q4 | $36K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $43K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $30K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $219K | Hold |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $208K | Hold |
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|
2017
Q4 | $204K | Hold |
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|
2017
Q3 | $188K | Hold |
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|
2017
Q2 | $174K | Hold |
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|
2017
Q1 | $170K | Hold |
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|
2016
Q4 | $154K | Hold |
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|
2016
Q3 | $152K | Hold |
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|
2016
Q2 | $138K | Hold |
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|
2016
Q1 | $141K | Hold |
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|
2015
Q4 | $136K | Hold |
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|
2015
Q3 | $126K | Hold |
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|
2015
Q2 | $132K | Hold |
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|
2015
Q1 | $132K | Hold |
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|
2014
Q4 | $132K | Hold |
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|
2014
Q3 | $127K | Hold |
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|
2014
Q2 | $122K | Hold |
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|
2014
Q1 | $116K | Hold |
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|
2013
Q4 | $114K | Buy |
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