Signature Wealth Management Partners’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
Q3
$1.24M Hold
2025
Q2
$1.12M Hold
2025
Q1
$910K Buy
2024
Q4
$1.01M Hold
2024
Q3
$983K Hold
2024
Q2
$985K Hold
2024
Q1
$907K Hold
2023
Q4
$838K Hold
2023
Q3
$714K Hold
2023
Q2
$757K Sell
2023
Q1
$743K Sell
2022
Q4
$683K Buy
2022
Q3
$625K Hold
2022
Q2
$669K Hold
2022
Q1
$837K Hold
2021
Q4
$915K Hold
2021
Q3
$786K Hold
2021
Q2
$777K Sell
2021
Q1
$713K Hold
2020
Q4
$698K Buy