Congress 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 | $3.15M | Sell |
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|
2025
Q1 | $207M | Buy |
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|
2024
Q4 | $231M | Sell |
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|
2024
Q3 | $229M | Buy |
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|
2024
Q2 | $230M | Sell |
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|
2024
Q1 | $214M | Buy |
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|
2023
Q4 | $196M | Buy |
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|
2023
Q3 | $152M | Buy |
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|
2023
Q2 | $158M | Sell |
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|
2023
Q1 | $139M | Sell |
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|
2022
Q4 | $165M | Sell |
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|
2022
Q3 | $161M | Buy |
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|
2022
Q2 | $150M | Buy |
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|
2022
Q1 | $183M | Buy |
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|
2021
Q4 | $190M | Buy |
|