Clearstead 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 | $5.6M | Buy |
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|
2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $4.53M | Buy |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $2.39M | Buy |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $660K | Sell |
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|
2022
Q4 | $566K | Sell |
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|
2022
Q3 | $584K | Sell |
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|
2022
Q2 | $633K | Hold |
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|
2022
Q1 | $792K | Buy |
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|
2021
Q4 | $866K | Buy |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $201K | Hold |
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|
2021
Q1 | $181K | Sell |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $196K | Sell |
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|
2019
Q4 | $228K | Sell |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $215K | Buy |
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