SVWG
Shared Vision 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 | $376K | Hold |
1,432
| – | – | 0.19% | 59 |
|
|
2025
Q1 | $296K | Hold |
1,432
| – | – | 0.16% | 62 |
|
|
2024
Q4 | $333K | Hold |
1,432
| – | – | 0.18% | 57 |
|
|
2024
Q3 | $323K | Hold |
1,432
| – | – | 0.17% | 57 |
|
|
2024
Q2 | $324K | Hold |
1,432
| – | – | 0.19% | 58 |
|
|
2024
Q1 | $298K | Hold |
1,432
| – | – | 0.19% | 57 |
|
|
2023
Q4 | $276K | Buy |
+1,432
| New | +$276K | 0.18% | 58 |
|