Moneta Group Investment Advisors’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 | $2.81M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $652K | Buy |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $403K | Buy |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $94K | Buy |
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|
2018
Q2 | $25K | Buy |
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