SWA
SOA Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Sell |
2,209
-91
| -4% | -$23K | 0.11% | 110 |
|
|
2025
Q1 | $475K | Sell |
2,300
-93
| -4% | -$19.2K | 0.1% | 115 |
|
|
2024
Q4 | $556K | Buy |
2,393
+14
| +0.6% | +$3.26K | 0.1% | 107 |
|
|
2024
Q3 | $537K | Buy |
2,379
+3
| +0.1% | +$677 | 0.1% | 109 |
|
|
2024
Q2 | $538K | Buy |
2,376
+3
| +0.1% | +$679 | 0.11% | 105 |
|
|
2024
Q1 | $494K | Buy |
2,373
+3
| +0.1% | +$625 | 0.1% | 109 |
|
|
2023
Q4 | $456K | Buy |
2,370
+3
| +0.1% | +$578 | 0.1% | 104 |
|
|
2023
Q3 | $388K | Sell |
2,367
-45
| -2% | -$7.38K | 0.1% | 112 |
|
|
2023
Q2 | $419K | Buy |
2,412
+4
| +0.2% | +$695 | 0.1% | 108 |
|
|
2023
Q1 | $364K | Buy |
2,408
+1
| +0% | +$151 | 0.09% | 112 |
|
|
2022
Q4 | $300K | Buy |
2,407
+5
| +0.2% | +$622 | 0.08% | 120 |
|
|
2022
Q3 | $285K | Buy |
2,402
+550
| +30% | +$65.3K | 0.09% | 117 |
|
|
2022
Q2 | $235K | Buy |
1,852
+285
| +18% | +$36.2K | 0.07% | 133 |
|
|
2022
Q1 | $249K | Buy |
1,567
+596
| +61% | +$94.7K | 0.06% | 142 |
|
|
2021
Q4 | $169K | Hold |
971
| – | – | 0.04% | 173 |
|
|
2021
Q3 | $145K | Buy |
971
+1
| +0.1% | +$149 | 0.04% | 189 |
|
|
2021
Q2 | $143K | Buy |
970
+271
| +39% | +$40K | 0.04% | 189 |
|
|
2021
Q1 | $92K | Hold |
699
| – | – | 0.03% | 202 |
|
|
2020
Q4 | $95K | Buy |
+699
| New | +$95K | 0.03% | 194 |
|