EP Wealth 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 | $213M | Buy |
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|
2025
Q1 | $143M | Buy |
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|
2024
Q4 | $159M | Buy |
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|
2024
Q3 | $153M | Buy |
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|
2024
Q2 | $109M | Buy |
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|
2024
Q1 | $97.6M | Sell |
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|
2023
Q4 | $90.3M | Buy |
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|
2023
Q3 | $75.7M | Buy |
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|
2023
Q2 | $30.4M | Sell |
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|
2023
Q1 | $0 | Buy |
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|
2022
Q4 | $12.8M | Sell |
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|
2022
Q3 | $12.3M | Sell |
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|
2022
Q2 | $39.7M | Buy |
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|
2022
Q1 | $48.5M | Buy |
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|
2021
Q4 | $50.8M | Buy |
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|
2021
Q3 | $42.9M | Sell |
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|
2021
Q2 | $52.3M | Buy |
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|
2021
Q1 | $44.6M | Buy |
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|
2020
Q4 | $35.8M | Buy |
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|
2020
Q3 | $30.7M | Buy |
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|
2020
Q2 | $27.2M | Buy |
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|
2020
Q1 | $20.3M | Buy |
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|
2019
Q4 | $22.9M | Buy |
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|
2019
Q3 | $19.2M | Buy |
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|
2019
Q2 | $17.6M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $221K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $243K | Buy |
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|
2016
Q1 | $216K | Sell |
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|
2015
Q4 | $1.33M | Buy |
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|
2015
Q3 | $474K | Buy |
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