Carson Advisory’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
$274K Hold
2025
Q1
$224K Buy
2024
Q4
Sell
2024
Q3
$932K Buy
2024
Q2
$808K Buy
2024
Q1
$662K Sell
2023
Q4
$642K Sell
2023
Q3
$566K Buy
2023
Q2
$600K Sell
2023
Q1
$555K Buy
2022
Q4
$310K Buy
2022
Q3
$288K Buy
2022
Q2
$298K Buy
2022
Q1
$372K Buy
2021
Q4
$394K Buy