Schneider Downs Wealth Management Advisors’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 | $456K | Hold |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $399K | Hold |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $697K | Hold |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $381K | Hold |
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|
2021
Q1 | $342K | Buy |
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