Modera Wealth Management’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
Q3 | $2.15M | Sell |
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|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $446K | Hold |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $470K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $410K | Sell |
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|
2020
Q4 | $444K | Buy |
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