Frisch Financial Group’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
$678K Buy
2025
Q1
$552K Buy
2024
Q4
$609K Buy
2024
Q3
$585K Buy
2024
Q2
$456K Sell
2024
Q1
$465K Sell
2023
Q4
$439K Buy
2023
Q3
$373K Sell
2023
Q2
$571K Sell
2023
Q1
$535K Buy
2022
Q4
$388K Buy
2022
Q3
$369K Sell
2022
Q2
$400K Buy
2022
Q1
$499K Buy
2021
Q4
$545K Buy
2021
Q3
$467K Buy
2021
Q2
$461K Buy
2021
Q1
$400K Sell
2020
Q4
$424K Buy