CWM
Congress Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
12,448
-990,624
| -99% | -$251M | 0.03% | 478 |
|
|
2025
Q1 | $207M | Buy |
1,003,072
+9,070
| +0.9% | +$1.87M | 2.48% | 2 |
|
|
2024
Q4 | $231M | Sell |
994,002
-22,485
| -2% | -$5.23M | 3.18% | 1 |
|
|
2024
Q3 | $229M | Buy |
1,016,487
+1,393
| +0.1% | +$314K | 3.06% | 1 |
|
|
2024
Q2 | $230M | Sell |
1,015,094
-12,217
| -1% | -$2.76M | 3.65% | 2 |
|
|
2024
Q1 | $214M | Buy |
1,027,311
+7,946
| +0.8% | +$1.65M | 3.7% | 2 |
|
|
2023
Q4 | $196M | Buy |
1,019,365
+93,252
| +10% | +$17.9M | 3.6% | 2 |
|
|
2023
Q3 | $152M | Buy |
926,113
+16,052
| +2% | +$2.63M | 3.14% | 2 |
|
|
2023
Q2 | $158M | Sell |
910,061
-12,430
| -1% | -$2.16M | 3.67% | 1 |
|
|
2023
Q1 | $139M | Sell |
922,491
-403,025
| -30% | -$60.9M | 3.36% | 1 |
|
|
2022
Q4 | $165M | Sell |
1,325,516
-30,297
| -2% | -$3.77M | 4.24% | 1 |
|
|
2022
Q3 | $161M | Buy |
1,355,813
+172,026
| +15% | +$20.4M | 4.34% | 1 |
|
|
2022
Q2 | $150M | Buy |
1,183,787
+32,095
| +3% | +$4.08M | 3.84% | 1 |
|
|
2022
Q1 | $183M | Buy |
1,151,692
+58,365
| +5% | +$9.28M | 4% | 1 |
|
|
2021
Q4 | $190M | Buy |
+1,093,327
| New | +$190M | 3.78% | 1 |
|