Signature Wealth Management Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
4,408
| – | – | 0.64% | 31 |
|
|
2025
Q1 | $910K | Buy |
4,408
+55
| +1% | +$11.4K | 0.6% | 31 |
|
|
2024
Q4 | $1.01M | Hold |
4,353
| – | – | 0.7% | 30 |
|
|
2024
Q3 | $983K | Hold |
4,353
| – | – | 0.71% | 28 |
|
|
2024
Q2 | $985K | Hold |
4,353
| – | – | 0.75% | 28 |
|
|
2024
Q1 | $907K | Hold |
4,353
| – | – | 0.74% | 29 |
|
|
2023
Q4 | $838K | Hold |
4,353
| – | – | 0.73% | 32 |
|
|
2023
Q3 | $714K | Hold |
4,353
| – | – | 0.7% | 33 |
|
|
2023
Q2 | $757K | Sell |
4,353
-566
| -12% | -$98.4K | 0.7% | 35 |
|
|
2023
Q1 | $743K | Sell |
4,919
-570
| -10% | -$86.1K | 0.69% | 38 |
|
|
2022
Q4 | $683K | Buy |
5,489
+224
| +4% | +$27.9K | 0.67% | 40 |
|
|
2022
Q3 | $625K | Hold |
5,265
| – | – | 0.69% | 41 |
|
|
2022
Q2 | $669K | Hold |
5,265
| – | – | 0.69% | 40 |
|
|
2022
Q1 | $837K | Hold |
5,265
| – | – | 0.71% | 37 |
|
|
2021
Q4 | $915K | Hold |
5,265
| – | – | 0.78% | 33 |
|
|
2021
Q3 | $786K | Hold |
5,265
| – | – | 0.71% | 34 |
|
|
2021
Q2 | $777K | Sell |
5,265
-102
| -2% | -$15.1K | 0.71% | 36 |
|
|
2021
Q1 | $713K | Hold |
5,367
| – | – | 0.68% | 39 |
|
|
2020
Q4 | $698K | Buy |
+5,367
| New | +$698K | 0.7% | 36 |
|