Sovereign Financial 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
Q3 | $845K | Buy |
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|
2025
Q2 | $721K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $433K | Hold |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $428K | Buy |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $246K | Buy |
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