SVWAG
Sound View Wealth Advisors Group’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 | $10.8M | Buy |
42,811
+1,913
| +5% | +$484K | 0.8% | 32 |
|
|
2025
Q1 | $8.44M | Buy |
40,898
+1,165
| +3% | +$241K | 0.69% | 41 |
|
|
2024
Q4 | $9.24M | Buy |
39,733
+3,015
| +8% | +$701K | 0.74% | 34 |
|
|
2024
Q3 | $8.29M | Buy |
36,718
+11,638
| +46% | +$2.63M | 0.68% | 41 |
|
|
2024
Q2 | $5.67M | Buy |
25,080
+2,767
| +12% | +$626K | 0.58% | 48 |
|
|
2024
Q1 | $4.65M | Sell |
22,313
-3,907
| -15% | -$814K | 0.5% | 53 |
|
|
2023
Q4 | $5.05M | Buy |
26,220
+1,118
| +4% | +$215K | 0.56% | 46 |
|
|
2023
Q3 | $4.11M | Buy |
25,102
+6,187
| +33% | +$1.01M | 0.51% | 50 |
|
|
2023
Q2 | $3.29M | Buy |
18,915
+1,820
| +11% | +$316K | 0.43% | 58 |
|
|
2023
Q1 | $2.58M | Sell |
17,095
-9,125
| -35% | -$1.38M | 0.35% | 70 |
|
|
2022
Q4 | $5.05M | Buy |
26,220
+14,928
| +132% | +$2.87M | 0.56% | 46 |
|
|
2022
Q3 | $1.34M | Buy |
11,292
+423
| +4% | +$50.2K | 0.3% | 83 |
|
|
2022
Q2 | $1.38M | Buy |
10,869
+1,710
| +19% | +$217K | 0.29% | 87 |
|
|
2022
Q1 | $1.46M | Buy |
9,159
+1,414
| +18% | +$225K | 0.28% | 89 |
|
|
2021
Q4 | $1.35M | Buy |
7,745
+652
| +9% | +$113K | 0.25% | 98 |
|
|
2021
Q3 | $1.06M | Buy |
7,093
+753
| +12% | +$112K | 0.22% | 109 |
|
|
2021
Q2 | $936K | Buy |
6,340
+2,356
| +59% | +$348K | 0.2% | 117 |
|
|
2021
Q1 | $529K | Buy |
3,984
+1,350
| +51% | +$179K | 0.12% | 151 |
|
|
2020
Q4 | $342K | Buy |
2,634
+246
| +10% | +$31.9K | 0.08% | 188 |
|
|
2020
Q3 | $279K | Buy |
2,388
+92
| +4% | +$10.7K | 0.07% | 198 |
|
|
2020
Q2 | $240K | Buy |
+2,296
| New | +$240K | 0.07% | 210 |
|
|
2020
Q1 | – | Sell |
-2,329
| Closed | -$213K | – | 241 |
|
|
2019
Q4 | $213K | Buy |
+2,329
| New | +$213K | 0.06% | 233 |
|