MW
MBL Wealth’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 | $832K | Buy |
3,284
+400
| +14% | +$101K | 0.08% | 112 |
|
|
2025
Q1 | $595K | Hold |
2,884
| – | – | 0.06% | 124 |
|
|
2024
Q4 | $671K | Sell |
2,884
-75
| -3% | -$17.4K | 0.07% | 116 |
|
|
2024
Q3 | $668K | Hold |
2,959
| – | – | 0.07% | 116 |
|
|
2024
Q2 | $669K | Hold |
2,959
| – | – | 0.07% | 110 |
|
|
2024
Q1 | $616K | Sell |
2,959
-125
| -4% | -$26K | 0.07% | 113 |
|
|
2023
Q4 | $594K | Sell |
3,084
-131
| -4% | -$25.2K | 0.07% | 106 |
|
|
2023
Q3 | $527K | Sell |
3,215
-10
| -0.3% | -$1.64K | 0.07% | 110 |
|
|
2023
Q2 | $561K | Sell |
3,225
-115
| -3% | -$20K | 0.08% | 103 |
|
|
2023
Q1 | $504K | Sell |
3,340
-85
| -2% | -$12.8K | 0.08% | 98 |
|
|
2022
Q4 | $426K | Sell |
3,425
-485
| -12% | -$60.3K | 0.08% | 110 |
|
|
2022
Q3 | $464K | Sell |
3,910
-625
| -14% | -$74.2K | 0.1% | 98 |
|
|
2022
Q2 | $576K | Sell |
4,535
-1,480
| -25% | -$188K | 0.14% | 84 |
|
|
2022
Q1 | $956K | Buy |
+6,015
| New | +$956K | 0.23% | 65 |
|
|
2021
Q1 | $991K | Buy |
7,461
+851
| +13% | +$113K | 0.35% | 51 |
|
|
2020
Q4 | $859K | Buy |
+6,610
| New | +$859K | 0.34% | 51 |
|