O'Brien Wealth Partners’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 | $724K | Hold |
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|
2025
Q1 | $591K | Hold |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $371K | Hold |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $233K | Hold |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $278K | Hold |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $226K | Hold |
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|
2018
Q2 | $208K | Hold |
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|
2018
Q1 | $196K | Buy |
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