RPg Family Wealth Advisory’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 | $3.4M | Buy |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $868K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $67.5K | Hold |
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|
2021
Q4 | $73.9K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $125K | Hold |
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|
2019
Q3 | $110K | Hold |
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|
2019
Q2 | $107K | Buy |
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|
2019
Q1 | $88.2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $21.1K | Hold |
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|
2018
Q2 | $19.5K | Hold |
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|
2018
Q1 | $18.3K | Hold |
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|
2017
Q4 | $17.9K | Hold |
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|
2017
Q3 | $16.5K | Sell |
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|
2017
Q2 | $29.3K | Buy |
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|
2017
Q1 | $20.9K | Buy |
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|
2016
Q4 | $13.5K | Sell |
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|
2016
Q3 | $19.7K | Sell |
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|
2016
Q2 | $24.3K | Buy |
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|
2016
Q1 | $12.4K | Hold |
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|
2015
Q4 | $12K | Buy |
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