FTWA
Fifth Third Wealth Advisors’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 | $2.67M | Buy |
10,541
+455
| +5% | +$115K | 0.11% | 134 |
|
|
2025
Q1 | $2.08M | Buy |
10,086
+814
| +9% | +$168K | 0.11% | 127 |
|
|
2024
Q4 | $2.16M | Buy |
9,272
+572
| +7% | +$133K | 0.12% | 115 |
|
|
2024
Q3 | $1.96M | Buy |
8,700
+2,416
| +38% | +$545K | 0.12% | 125 |
|
|
2024
Q2 | $1.42M | Buy |
6,284
+2,717
| +76% | +$615K | 0.11% | 130 |
|
|
2024
Q1 | $743K | Buy |
3,567
+125
| +4% | +$26K | 0.12% | 127 |
|
|
2023
Q4 | $662K | Sell |
3,442
-355
| -9% | -$68.3K | 0.22% | 100 |
|
|
2023
Q3 | $622K | Buy |
3,797
+205
| +6% | +$33.6K | 0.25% | 93 |
|
|
2023
Q2 | $624K | Buy |
+3,592
| New | +$624K | 0.4% | 72 |
|