Smith Salley 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
Q3 | $1M | Sell |
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|
2025
Q2 | $915K | Buy |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $424K | Buy |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $252K | Sell |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $227K | Buy |
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