Simon Quick 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
Q3 | $1.87M | Buy |
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|
2025
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $877K | Buy |
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|
2024
Q3 | $843K | Buy |
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|
2024
Q2 | $834K | Sell |
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|
2024
Q1 | $795K | Sell |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $632K | Buy |
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|
2023
Q2 | $664K | Sell |
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|
2023
Q1 | $646K | Sell |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $34K | Sell |
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|
2021
Q4 | $151K | Buy |
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|
2021
Q3 | $56K | Buy |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $74K | Buy |
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|
2019
Q3 | $65K | Buy |
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|
2019
Q2 | $63K | Sell |
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|
2019
Q1 | $68K | Sell |
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|
2018
Q4 | $194K | Buy |
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|
2018
Q3 | $151K | Buy |
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|
2018
Q2 | $139K | Buy |
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|
2018
Q1 | $115K | Buy |
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|
2017
Q4 | $120K | Buy |
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|
2017
Q3 | $100K | Buy |
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