MBL Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$771K Sell
2025
Q2
$832K Buy
2025
Q1
$595K Hold
2024
Q4
$671K Sell
2024
Q3
$668K Hold
2024
Q2
$669K Hold
2024
Q1
$616K Sell
2023
Q4
$594K Sell
2023
Q3
$527K Sell
2023
Q2
$561K Sell
2023
Q1
$504K Sell
2022
Q4
$426K Sell
2022
Q3
$464K Sell
2022
Q2
$576K Sell
2022
Q1
$956K Buy
2021
Q1
$991K Buy
2020
Q4
$859K Buy