SDWMA
Schneider Downs Wealth Management Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Hold |
1,799
| – | – | 0.07% | 97 |
|
|
2025
Q1 | $371K | Buy |
1,799
+30
| +2% | +$6.19K | 0.07% | 101 |
|
|
2024
Q4 | $411K | Hold |
1,769
| – | – | 0.08% | 96 |
|
|
2024
Q3 | $399K | Hold |
1,769
| – | – | 0.08% | 98 |
|
|
2024
Q2 | $400K | Buy |
1,769
+230
| +15% | +$52K | 0.09% | 93 |
|
|
2024
Q1 | $321K | Hold |
1,539
| – | – | 0.07% | 98 |
|
|
2023
Q4 | $296K | Sell |
1,539
-298
| -16% | -$57.4K | 0.08% | 89 |
|
|
2023
Q3 | $301K | Sell |
1,837
-2,172
| -54% | -$356K | 0.07% | 81 |
|
|
2023
Q2 | $697K | Hold |
4,009
| – | – | 0.16% | 52 |
|
|
2023
Q1 | $605K | Sell |
4,009
-116
| -3% | -$17.5K | 0.12% | 57 |
|
|
2022
Q4 | $513K | Buy |
4,125
+1,539
| +60% | +$192K | 0.11% | 64 |
|
|
2022
Q3 | $307K | Hold |
2,586
| – | – | 0.09% | 89 |
|
|
2022
Q2 | $329K | Hold |
2,586
| – | – | 0.09% | 91 |
|
|
2022
Q1 | $411K | Buy |
2,586
+3
| +0.1% | +$477 | 0.1% | 85 |
|
|
2021
Q4 | $449K | Buy |
2,583
+3
| +0.1% | +$521 | 0.11% | 87 |
|
|
2021
Q3 | $385K | Buy |
2,580
+2
| +0.1% | +$298 | 0.1% | 88 |
|
|
2021
Q2 | $381K | Hold |
2,578
| – | – | 0.1% | 85 |
|
|
2021
Q1 | $342K | Buy |
+2,578
| New | +$342K | 0.08% | 83 |
|