SWC
Spectrum Wealth Counsel’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $32.7M | Sell |
158,473
-20,321
| -11% | -$4.2M | 3.93% | 3 |
|
|
2024
Q4 | $41.6M | Buy |
178,794
+287
| +0.2% | +$66.7K | 4.89% | 3 |
|
|
2024
Q3 | $40.3M | Sell |
178,507
-14,601
| -8% | -$3.3M | 4.76% | 3 |
|
|
2024
Q2 | $43.7M | Sell |
193,108
-27,696
| -13% | -$6.27M | 5.53% | 3 |
|
|
2024
Q1 | $46M | Buy |
220,804
+44,162
| +25% | +$9.2M | 5.63% | 3 |
|
|
2023
Q4 | $34M | Buy |
+176,642
| New | +$34M | 4.71% | 3 |
|