Great Valley Advisor 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 | $21.3M | Buy |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $12M | Sell |
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|
2024
Q2 | $12.9M | Sell |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $7.41M | Sell |
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|
2023
Q3 | $6.74M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $5.7M | Sell |
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|
2022
Q4 | $6.34M | Sell |
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|
2022
Q3 | $7.64M | Buy |
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|
2022
Q2 | $8.02M | Buy |
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|
2022
Q1 | $8.55M | Buy |
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|
2021
Q4 | $7.89M | Sell |
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|
2021
Q3 | $7.14M | Sell |
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|
2021
Q2 | $6.95M | Buy |
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|
2021
Q1 | $5.81M | Sell |
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|
2020
Q4 | $5.87M | Buy |
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|
2020
Q3 | $4.92M | Buy |
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|
2020
Q2 | $3.96M | Buy |
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|
2020
Q1 | $1.73M | Buy |
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|
2019
Q4 | $1.37M | Buy |
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|
2019
Q3 | $657K | Sell |
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|
2019
Q2 | $648K | Buy |
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|
2019
Q1 | $270K | Buy |
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|
2018
Q4 | $225K | Buy |
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