CPA Asset 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
Q3
$3.26M Hold
2025
Q2
$2.93M Sell
2025
Q1
$2.4M Sell
2024
Q4
$2.72M Sell
2024
Q3
$2.65M Sell
2024
Q2
$2.66M Hold
2024
Q1
$2.45M Hold
2023
Q4
$2.27M Hold
2023
Q3
$1.93M Buy
2023
Q2
$2.03M Hold
2023
Q1
$1.76M Sell
2022
Q4
$1.45M Buy