Principle 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 | $2.15M | Buy |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.91M | Hold |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.22M | Hold |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $865 | Sell |
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|
2022
Q2 | $954K | Hold |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.67M | Sell |
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|
2021
Q2 | $1.7M | Sell |
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|
2021
Q1 | $1.6M | Sell |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $22K | Buy |
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