GeoWealth Management’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 | $13.2M | Buy |
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|
2025
Q1 | $5.52M | Sell |
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|
2024
Q4 | $8.16M | Buy |
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|
2024
Q3 | $5.18M | Sell |
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|
2024
Q2 | $7.57M | Sell |
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|
2024
Q1 | $9.25M | Sell |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $9.12M | Buy |
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|
2023
Q2 | $9.49M | Sell |
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|
2023
Q1 | $12.7M | Sell |
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|
2022
Q4 | $14.8M | Buy |
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|
2022
Q3 | $13.9M | Sell |
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|
2022
Q2 | $16.2M | Buy |
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|
2022
Q1 | $15M | Sell |
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|
2021
Q4 | $17.5M | Sell |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $8.78M | Buy |
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|
2020
Q4 | $8.57M | Buy |
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|
2020
Q3 | $3.55M | Buy |
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|
2020
Q2 | $2.98M | Buy |
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