Smith & Howard Wealth Management’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 | $547K | Hold |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $550K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $5.01M | Sell |
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|
2019
Q3 | $4.66M | Sell |
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|
2019
Q2 | $5.02M | Sell |
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|
2019
Q1 | $4.99M | Sell |
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|
2018
Q4 | $4.42M | Sell |
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|
2018
Q3 | $5.5M | Sell |
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|
2018
Q2 | $5.54M | Sell |
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|
2018
Q1 | $5.28M | Sell |
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|
2017
Q4 | $6.01M | Sell |
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|
2017
Q3 | $5.57M | Sell |
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|
2017
Q2 | $5.36M | Sell |
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|
2017
Q1 | $5.62M | Sell |
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|
2016
Q4 | $5.94M | Sell |
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|
2016
Q3 | $11.4M | Sell |
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|
2016
Q2 | $12.2M | Sell |
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|
2016
Q1 | $15.5M | Buy |
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|
2015
Q4 | $14.7M | Sell |
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|
2015
Q3 | $13.6M | Buy |
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|
2015
Q2 | $14.2M | Sell |
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|
2015
Q1 | $14.4M | Buy |
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|
2014
Q4 | $13.9M | Buy |
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|
2014
Q3 | $13.3M | Buy |
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|
2014
Q2 | $12.5M | Buy |
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|
2014
Q1 | $8.57M | Buy |
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|
2013
Q4 | $8.24M | Buy |
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|
2013
Q3 | $7.24M | Buy |
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|
2013
Q2 | $6.76M | Buy |
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