SSWG
Seven Springs Wealth Group’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 | $2.41M | Hold |
9,512
| – | – | 0.6% | 24 |
|
|
2025
Q1 | $1.96M | Hold |
9,512
| – | – | 0.7% | 24 |
|
|
2024
Q4 | $2.21M | Hold |
9,512
| – | – | 0.82% | 24 |
|
|
2024
Q3 | $2.15M | Hold |
9,512
| – | – | 0.78% | 23 |
|
|
2024
Q2 | $2.15M | Hold |
9,512
| – | – | 0.84% | 22 |
|
|
2024
Q1 | $1.98M | Hold |
9,512
| – | – | 0.76% | 22 |
|
|
2023
Q4 | $1.83M | Hold |
9,512
| – | – | 0.83% | 20 |
|
|
2023
Q3 | $1.56M | Hold |
9,512
| – | – | 0.75% | 21 |
|
|
2023
Q2 | $1.65M | Hold |
9,512
| – | – | 0.78% | 19 |
|
|
2023
Q1 | $1.44M | Hold |
9,512
| – | – | 0.71% | 20 |
|
|
2022
Q4 | $1.18M | Hold |
9,512
| – | – | 0.57% | 23 |
|
|
2022
Q3 | $1.13M | Hold |
9,512
| – | – | 0.61% | 22 |
|
|
2022
Q2 | $1.21M | Hold |
9,512
| – | – | 0.61% | 21 |
|
|
2022
Q1 | $1.51M | Sell |
9,512
-81
| -0.8% | -$12.9K | 0.72% | 19 |
|
|
2021
Q4 | $1.67M | Hold |
9,593
| – | – | 0.76% | 19 |
|
|
2021
Q3 | $1.43M | Hold |
9,593
| – | – | 0.7% | 18 |
|
|
2021
Q2 | $1.42M | Hold |
9,593
| – | – | 0.61% | 20 |
|
|
2021
Q1 | $1.27M | Sell |
9,593
-263
| -3% | -$34.9K | 0.6% | 19 |
|
|
2020
Q4 | $1.28M | Buy |
9,856
+934
| +10% | +$121K | 0.66% | 16 |
|
|
2020
Q3 | $1.04M | Buy |
8,922
+1,180
| +15% | +$138K | 0.65% | 18 |
|
|
2020
Q2 | $809K | Buy |
7,742
+165
| +2% | +$17.2K | 0.52% | 17 |
|
|
2020
Q1 | $609K | Buy |
7,577
+7,277
| +2,426% | +$585K | 0.43% | 21 |
|
|
2019
Q4 | $28K | Buy |
+300
| New | +$28K | 0.02% | 119 |
|