GWP
Gateway Wealth Partners’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 | $3.97M | Buy |
15,695
+11,835
| +307% | +$3M | 0.75% | 40 |
|
|
2025
Q1 | $797K | Buy |
3,860
+2,018
| +110% | +$417K | 0.18% | 126 |
|
|
2024
Q4 | $428K | Buy |
1,842
+60
| +3% | +$14K | 0.11% | 184 |
|
|
2024
Q3 | $402K | Buy |
1,782
+24
| +1% | +$5.42K | 0.11% | 171 |
|
|
2024
Q2 | $398K | Sell |
1,758
-156
| -8% | -$35.3K | 0.12% | 169 |
|
|
2024
Q1 | $399K | Buy |
1,914
+667
| +53% | +$139K | 0.14% | 140 |
|
|
2023
Q4 | $240K | Sell |
1,247
-7,841
| -86% | -$1.51M | 0.1% | 185 |
|
|
2023
Q3 | $1.49M | Buy |
9,088
+435
| +5% | +$71.3K | 0.27% | 63 |
|
|
2023
Q2 | $1.5M | Buy |
8,653
+504
| +6% | +$87.6K | 0.27% | 62 |
|
|
2023
Q1 | $1.23M | Buy |
8,149
+1,086
| +15% | +$164K | 0.19% | 69 |
|
|
2022
Q4 | $879K | Buy |
+7,063
| New | +$879K | 0.15% | 72 |
|