Cassaday & Co 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 | $3.12M | Buy |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $2.76M | Buy |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $2.02M | Sell |
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|
2023
Q2 | $2.33M | Sell |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $1.92M | Buy |
|