SWM
Spire Wealth Management’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 | $15.7M | Buy |
62,090
+2,532
| +4% | +$641K | 0.56% | 39 |
|
|
2025
Q1 | $12.3M | Buy |
59,558
+430
| +0.7% | +$88.8K | 0.39% | 50 |
|
|
2024
Q4 | $13.7M | Sell |
59,128
-61,653
| -51% | -$14.3M | 0.43% | 48 |
|
|
2024
Q3 | $27.3M | Sell |
120,781
-14,648
| -11% | -$3.31M | 0.92% | 21 |
|
|
2024
Q2 | $30.6M | Buy |
135,429
+1,949
| +1% | +$441K | 1.08% | 13 |
|
|
2024
Q1 | $27.8M | Buy |
133,480
+3,638
| +3% | +$758K | 0.5% | 35 |
|
|
2023
Q4 | $26M | Buy |
129,842
+68,143
| +110% | +$13.6M | 0.86% | 21 |
|
|
2023
Q3 | $10.1M | Sell |
61,699
-23,237
| -27% | -$3.81M | 0.39% | 60 |
|
|
2023
Q2 | $14.8M | Buy |
84,936
+24,708
| +41% | +$4.3M | 0.55% | 34 |
|
|
2023
Q1 | $9.1M | Buy |
60,228
+5,046
| +9% | +$762K | 0.35% | 61 |
|
|
2022
Q4 | $6.87M | Sell |
55,182
-1,918
| -3% | -$239K | 0.39% | 61 |
|
|
2022
Q3 | $6.78M | Sell |
57,100
-1,800
| -3% | -$214K | 0.41% | 57 |
|
|
2022
Q2 | $7.49M | Sell |
58,900
-17,613
| -23% | -$2.24M | 0.31% | 85 |
|
|
2022
Q1 | $11.9M | Sell |
76,513
-4,780
| -6% | -$742K | 0.32% | 80 |
|
|
2021
Q4 | $14.2M | Buy |
81,293
+13,775
| +20% | +$2.41M | 0.32% | 84 |
|
|
2021
Q3 | $10.1M | Sell |
67,518
-2,887
| -4% | -$431K | 0.27% | 108 |
|
|
2021
Q2 | $10.4M | Sell |
70,405
-7,763
| -10% | -$1.15M | 0.28% | 101 |
|
|
2021
Q1 | $10.2M | Buy |
+78,168
| New | +$10.2M | 0.27% | 103 |
|