SWM
SFG Wealth Management’s SPDR NYSE Technology ETF XNTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
11,705
+410
| +4% | +$97.3K | 1.68% | 11 |
|
|
2025
Q1 | $2.17M | Sell |
11,295
-1,880
| -14% | -$361K | 1.06% | 17 |
|
|
2024
Q4 | $2.66M | Buy |
13,175
+465
| +4% | +$93.9K | 1.4% | 14 |
|
|
2024
Q3 | $2.51M | Buy |
12,710
+80
| +0.6% | +$15.8K | 1.33% | 15 |
|
|
2024
Q2 | $2.47M | Buy |
12,630
+304
| +2% | +$59.4K | 1.41% | 15 |
|
|
2024
Q1 | $2.25M | Buy |
12,326
+129
| +1% | +$23.5K | 1.33% | 15 |
|
|
2023
Q4 | $2M | Buy |
12,197
+4,564
| +60% | +$749K | 1.33% | 13 |
|
|
2023
Q3 | $1.04M | Sell |
7,633
-3,548
| -32% | -$485K | 0.83% | 23 |
|
|
2023
Q2 | $1.56M | Buy |
+11,181
| New | +$1.56M | 1.31% | 14 |
|