Sound View Wealth Advisors Group’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 | $10.8M | Buy |
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|
2025
Q1 | $8.44M | Buy |
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|
2024
Q4 | $9.24M | Buy |
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|
2024
Q3 | $8.29M | Buy |
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|
2024
Q2 | $5.67M | Buy |
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|
2024
Q1 | $4.65M | Sell |
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|
2023
Q4 | $5.05M | Buy |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $3.29M | Buy |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $5.05M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $936K | Buy |
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|
2021
Q1 | $529K | Buy |
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|
2020
Q4 | $342K | Buy |
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|
2020
Q3 | $279K | Buy |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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