SWM
Selective 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 | $1.43M | Hold |
5,541
| – | – | 0.52% | 28 |
|
|
2025
Q1 | $1.1M | Hold |
5,541
| – | – | 0.48% | 31 |
|
|
2024
Q4 | $1.26M | Hold |
5,541
| – | – | 0.51% | 29 |
|
|
2024
Q3 | $1.26M | Sell |
5,541
-35
| -0.6% | -$7.98K | 0.52% | 31 |
|
|
2024
Q2 | $1.31M | Buy |
5,576
+10
| +0.2% | +$2.34K | 0.58% | 28 |
|
|
2024
Q1 | $1.14M | Buy |
+5,566
| New | +$1.14M | 0.5% | 32 |
|
|
2023
Q3 | – | Sell |
-1,354
| Closed | -$232K | – | 116 |
|
|
2023
Q2 | $232K | Buy |
+1,354
| New | +$232K | 0.12% | 101 |
|
|
2022
Q4 | – | Sell |
-1,206
| Closed | -$143K | – | 745 |
|
|
2022
Q3 | $143K | Buy |
1,206
+41
| +4% | +$4.86K | 0.06% | 166 |
|
|
2022
Q2 | $148K | Sell |
1,165
-811
| -41% | -$103K | 0.05% | 176 |
|
|
2022
Q1 | $314K | Hold |
1,976
| – | – | 0.11% | 95 |
|
|
2021
Q4 | $344K | Hold |
1,976
| – | – | 0.14% | 78 |
|
|
2021
Q3 | $295K | Buy |
1,976
+1,600
| +426% | +$239K | 0.16% | 70 |
|
|
2021
Q2 | $56K | Sell |
376
-10
| -3% | -$1.49K | 0.04% | 179 |
|
|
2021
Q1 | $51K | Buy |
386
+111
| +40% | +$14.7K | 0.05% | 127 |
|
|
2020
Q4 | $36K | Buy |
+275
| New | +$36K | 0.02% | 132 |
|