SWM
Seed Wealth Management’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 | $443K | Hold |
1,751
| – | – | 0.33% | 78 |
|
|
2025
Q1 | $362K | Hold |
1,751
| – | – | 0.29% | 87 |
|
|
2024
Q4 | $407K | Hold |
1,751
| – | – | 0.33% | 77 |
|
|
2024
Q3 | $395K | Hold |
1,751
| – | – | 0.32% | 83 |
|
|
2024
Q2 | $396K | Hold |
1,751
| – | – | 0.35% | 74 |
|
|
2024
Q1 | $366K | Hold |
1,751
| – | – | 0.35% | 75 |
|
|
2023
Q4 | $328K | Hold |
1,751
| – | – | 0.33% | 81 |
|
|
2023
Q3 | $287K | Hold |
1,751
| – | – | 0.32% | 84 |
|
|
2023
Q2 | $304K | Hold |
1,751
| – | – | 0.32% | 79 |
|
|
2023
Q1 | $264K | Hold |
1,751
| – | – | 0.3% | 84 |
|
|
2022
Q4 | $218K | Buy |
+1,751
| New | +$218K | 0.25% | 111 |
|