Safeguard Financial’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
Q1
$569K Buy
2024
Q4
$587K Buy
2024
Q3
$569K Buy
2024
Q2
$356K Buy
2024
Q1
$323K Sell
2023
Q4
$374K Buy
2023
Q3
$318K Sell
2023
Q2
$338K Buy
2023
Q1
Sell
2022
Q4
$201K Buy
2022
Q3
Sell
2022
Q2
$321K Buy
2022
Q1
$374K Buy