Moss Adams Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
10,397
+2,045
| +24% | +$518K | 0.24% | 37 |
|
|
2025
Q1 | $1.72M | Sell |
8,352
-1,003
| -11% | -$207K | 0.18% | 45 |
|
|
2024
Q4 | $2.18M | Sell |
9,355
-1,079
| -10% | -$251K | 0.23% | 34 |
|
|
2024
Q3 | $2.36M | Buy |
10,434
+1,968
| +23% | +$444K | 0.26% | 32 |
|
|
2024
Q2 | $1.92M | Sell |
8,466
-736
| -8% | -$166K | 0.26% | 33 |
|
|
2024
Q1 | $1.92M | Buy |
9,202
+405
| +5% | +$84.4K | 0.31% | 31 |
|
|
2023
Q4 | $1.69M | Buy |
8,797
+299
| +4% | +$57.6K | 0.35% | 28 |
|
|
2023
Q3 | $1.39M | Buy |
8,498
+40
| +0.5% | +$6.56K | 0.48% | 23 |
|
|
2023
Q2 | $1.47M | Sell |
8,458
-518
| -6% | -$90.1K | 0.48% | 25 |
|
|
2023
Q1 | $1.36M | Sell |
8,976
-2,870
| -24% | -$433K | 0.46% | 22 |
|
|
2022
Q4 | $1.47M | Buy |
+11,846
| New | +$1.47M | 0.74% | 26 |
|