Integrated Wealth Concepts’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 | $60.6M | Sell |
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|
2025
Q1 | $52.7M | Buy |
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|
2024
Q4 | $59.1M | Buy |
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|
2024
Q3 | $47.7M | Buy |
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|
2024
Q2 | $45M | Sell |
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|
2024
Q1 | $41.8M | Buy |
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|
2023
Q4 | $35.9M | Sell |
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|
2023
Q3 | $61.5M | Sell |
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|
2023
Q2 | $78.8M | Sell |
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|
2023
Q1 | $69.8M | Buy |
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|
2022
Q4 | $7.37M | Buy |
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|
2022
Q3 | $6.82M | Sell |
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|
2022
Q2 | $7.65M | Sell |
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|
2022
Q1 | $9.64M | Sell |
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|
2021
Q4 | $51M | Sell |
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|
2021
Q3 | $46.1M | Buy |
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|
2021
Q2 | $7.07M | Buy |
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|
2021
Q1 | $6.36M | Sell |
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|
2020
Q4 | $32.8M | Buy |
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|
2020
Q3 | $29.4M | Buy |
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|
2020
Q2 | $9.89M | Buy |
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|
2020
Q1 | $1.8M | Sell |
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|
2019
Q4 | $16.8M | Buy |
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|
2019
Q3 | $7.57M | Buy |
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|
2019
Q2 | $3.84M | Sell |
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|
2019
Q1 | $7.36M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3.85M | Buy |
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|
2018
Q2 | $3.46M | Buy |
|