CreativeOne Wealth’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 | $4.4M | Sell |
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|
2025
Q1 | $4.1M | Buy |
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|
2024
Q4 | $4.25M | Buy |
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|
2024
Q3 | $3.84M | Buy |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $2.99M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $3.16M | Buy |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $2.98M | Sell |
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|
2021
Q4 | $3.46M | Sell |
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|
2021
Q3 | $4.59M | Buy |
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|
2021
Q2 | $3.69M | Buy |
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|
2021
Q1 | $3.09M | Sell |
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|
2020
Q4 | $6.46M | Buy |
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|
2020
Q3 | $243K | Buy |
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