SFMG Wealth 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 | $205K | Sell |
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|
2025
Q1 | $332K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $282K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $528K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $11.3M | Sell |
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|
2015
Q1 | $35M | Buy |
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|
2014
Q4 | $13.6M | Sell |
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|
2014
Q3 | $13.6M | Buy |
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|
2014
Q2 | $12.8M | Sell |
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|
2014
Q1 | $13.6M | Buy |
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|
2013
Q4 | $13M | Sell |
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|
2013
Q3 | $11.8M | Buy |
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