KWM
Kingsview Wealth Management’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 | $59.5M | Buy |
235,142
+17,880
| +8% | +$4.53M | 1.01% | 16 |
|
|
2025
Q1 | $44.9M | Buy |
217,262
+2,591
| +1% | +$535K | 0.85% | 26 |
|
|
2024
Q4 | $49.9M | Buy |
214,671
+40,006
| +23% | +$9.3M | 0.97% | 19 |
|
|
2024
Q3 | $39.4M | Sell |
174,665
-31,262
| -15% | -$7.06M | 0.83% | 22 |
|
|
2024
Q2 | $46.6M | Buy |
205,927
+1,491
| +0.7% | +$337K | 1.1% | 15 |
|
|
2024
Q1 | $42.6M | Buy |
204,436
+1,188
| +0.6% | +$247K | 1.07% | 13 |
|
|
2023
Q4 | $39.1M | Sell |
203,248
-1,466
| -0.7% | -$282K | 1.17% | 11 |
|
|
2023
Q3 | $33.6M | Buy |
204,714
+20,727
| +11% | +$3.4M | 1.21% | 11 |
|
|
2023
Q2 | $32M | Buy |
183,987
+70,728
| +62% | +$12.3M | 1.25% | 11 |
|
|
2023
Q1 | $17.1M | Sell |
113,259
-207,758
| -65% | -$31.4M | 0.72% | 21 |
|
|
2022
Q4 | $39.9M | Buy |
321,017
+170,757
| +114% | +$21.2M | 1.73% | 6 |
|
|
2022
Q3 | $17.8M | Buy |
150,260
+38,775
| +35% | +$4.61M | 0.85% | 16 |
|
|
2022
Q2 | $14.2M | Sell |
111,485
-25,050
| -18% | -$3.18M | 0.68% | 20 |
|
|
2022
Q1 | $21.7M | Sell |
136,535
-82,564
| -38% | -$13.1M | 0.96% | 12 |
|
|
2021
Q4 | $38.1M | Buy |
219,099
+101,880
| +87% | +$17.7M | 1.59% | 6 |
|
|
2021
Q3 | $17.5M | Sell |
117,219
-2,116
| -2% | -$316K | 0.83% | 19 |
|
|
2021
Q2 | $17.7M | Sell |
119,335
-138,398
| -54% | -$20.5M | 0.87% | 17 |
|
|
2021
Q1 | $34.9M | Buy |
257,733
+25,313
| +11% | +$3.43M | 1.98% | 7 |
|
|
2020
Q4 | $30.2M | Buy |
232,420
+111,080
| +92% | +$14.4M | 2.19% | 5 |
|
|
2020
Q3 | $14.2M | Sell |
121,340
-124,979
| -51% | -$14.6M | 1.27% | 8 |
|
|
2020
Q2 | $25.7M | Buy |
246,319
+95,746
| +64% | +$10M | 2.58% | 5 |
|
|
2020
Q1 | $12.1M | Buy |
150,573
+73,929
| +96% | +$5.94M | 1.63% | 5 |
|
|
2019
Q4 | $7.03M | Sell |
76,644
-1,040
| -1% | -$95.3K | 0.88% | 17 |
|
|
2019
Q3 | $6.26M | Buy |
77,684
+4,907
| +7% | +$395K | 0.98% | 13 |
|
|
2019
Q2 | $5.68M | Sell |
72,777
-14,447
| -17% | -$1.13M | 0.95% | 16 |
|
|
2019
Q1 | $6.46M | Buy |
87,224
+8,111
| +10% | +$600K | 0.98% | 15 |
|
|
2018
Q4 | $4.9M | Buy |
79,113
+603
| +0.8% | +$37.4K | 1.07% | 14 |
|
|
2018
Q3 | $5.91M | Buy |
78,510
+1,943
| +3% | +$146K | 1.2% | 8 |
|
|
2018
Q2 | $5.32M | Sell |
76,567
-14,062
| -16% | -$977K | 1.27% | 8 |
|
|
2018
Q1 | $5.93M | Buy |
90,629
+15,220
| +20% | +$996K | 1.47% | 7 |
|
|
2017
Q4 | $4.82M | Buy |
75,409
+5,686
| +8% | +$364K | 1.72% | 4 |
|
|
2017
Q3 | $4.12M | Buy |
69,723
+3,914
| +6% | +$231K | 1.81% | 3 |
|
|
2017
Q2 | $3.6M | Buy |
65,809
+7,102
| +12% | +$389K | 1.85% | 2 |
|
|
2017
Q1 | $3.13M | Buy |
+58,707
| New | +$3.13M | 1.86% | 2 |
|