FSM 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
Q3 | $554K | Hold |
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|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $583K | Buy |
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|
2024
Q4 | $442K | Sell |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $418K | Hold |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $300K | Hold |
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|
2023
Q2 | $315K | Hold |
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|
2023
Q1 | $276K | Buy |
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