CAPTRUST Financial Advisors’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 | $167M | Sell |
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|
2025
Q1 | $141M | Sell |
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|
2024
Q4 | $172M | Sell |
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|
2024
Q3 | $175M | Sell |
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|
2024
Q2 | $359M | Sell |
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|
2024
Q1 | $343M | Buy |
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|
2023
Q4 | $303M | Buy |
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|
2023
Q3 | $254M | Sell |
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|
2023
Q2 | $269M | Buy |
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|
2023
Q1 | $228M | Buy |
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|
2022
Q4 | $179M | Buy |
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|
2022
Q3 | $158M | Buy |
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|
2022
Q2 | $150M | Buy |
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|
2022
Q1 | $165M | Sell |
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|
2021
Q4 | $183M | Buy |
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|
2021
Q3 | $151M | Buy |
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|
2021
Q2 | $146M | Buy |
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|
2021
Q1 | $124M | Sell |
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|
2020
Q4 | $179M | Buy |
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|
2020
Q3 | $137M | Buy |
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|
2020
Q2 | $74.7M | Buy |
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|
2020
Q1 | $3.41M | Sell |
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|
2019
Q4 | $4.74M | Buy |
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|
2019
Q3 | $3.46M | Sell |
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|
2019
Q2 | $3.55M | Buy |
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|
2019
Q1 | $3.19M | Buy |
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|
2018
Q4 | $2.01M | Buy |
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|
2018
Q3 | $1.67M | Buy |
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|
2018
Q2 | $1.53M | Sell |
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|
2018
Q1 | $1.58M | Buy |
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|
2017
Q4 | $1.57M | Sell |
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|
2017
Q3 | $1.65M | Buy |
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|
2017
Q2 | $444K | Sell |
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|
2017
Q1 | $443K | Buy |
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|
2016
Q4 | $197K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $15K | Sell |
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|
2016
Q1 | $258K | Hold |
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|
2015
Q4 | $249K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $13K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $11K | Buy |
|