GWA
Gratus 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 | $26.7M | Buy |
105,289
+341
| +0.3% | +$86.4K | 4.04% | 12 |
|
|
2025
Q1 | $21.7M | Sell |
104,948
-21,571
| -17% | -$4.45M | 3.56% | 12 |
|
|
2024
Q4 | $29.4M | Buy |
126,519
+1,782
| +1% | +$414K | 4.71% | 7 |
|
|
2024
Q3 | $27.9M | Buy |
124,737
+4,273
| +4% | +$956K | 4.56% | 8 |
|
|
2024
Q2 | $26.6M | Sell |
120,464
-2,993
| -2% | -$661K | 4.59% | 8 |
|
|
2024
Q1 | $24.3M | Sell |
123,457
-7,160
| -5% | -$1.41M | 4.46% | 9 |
|
|
2023
Q4 | $25.1M | Buy |
+130,617
| New | +$25.1M | 4.96% | 3 |
|