J.W. Cole Advisors’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 | $32M | Buy |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $24.3M | Buy |
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|
2024
Q3 | $22.4M | Buy |
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|
2024
Q2 | $21.9M | Sell |
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|
2024
Q1 | $20.4M | Buy |
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|
2023
Q4 | $17.6M | Buy |
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|
2023
Q3 | $13.5M | Buy |
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|
2023
Q2 | $13.8M | Buy |
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|
2023
Q1 | $11.9M | Buy |
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|
2022
Q4 | $9.73M | Sell |
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|
2022
Q3 | $10.1M | Sell |
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|
2022
Q2 | $11.3M | Sell |
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|
2022
Q1 | $15.2M | Sell |
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|
2021
Q4 | $18.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $12.5M | Sell |
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|
2020
Q4 | $13.2M | Buy |
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|
2020
Q3 | $9.25M | Sell |
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|
2020
Q2 | $10.9M | Buy |
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|
2020
Q1 | $592K | Sell |
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|
2019
Q4 | $8.72M | Buy |
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