Measured Wealth Private Client Group’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 | $14.8M | Sell |
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|
2025
Q1 | $12.4M | Sell |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $13M | Buy |
|
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|
2024
Q2 | $10.7M | Buy |
|
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|
2024
Q1 | $8.65M | Buy |
|
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|
2023
Q4 | $6.92M | Sell |
|
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|
2023
Q3 | $6.05M | Buy |
|
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|
2023
Q2 | $6.19M | Buy |
|
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|
2023
Q1 | $5.07M | Sell |
|
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|
2022
Q4 | $4.29M | Sell |
|
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|
2022
Q3 | $5.35M | Sell |
|
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|
2022
Q2 | $5.93M | Buy |
|
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|
2022
Q1 | $6.99M | Buy |
|
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|
2021
Q4 | $6.13M | Buy |
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|
2021
Q3 | $4.39M | Buy |
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|
2017
Q3 | $452K | Buy |
|