Stonegate Investment 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 | $665K | Hold |
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|
2025
Q2 | $598K | Buy |
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|
2025
Q1 | $448K | Hold |
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|
2024
Q4 | $505K | Hold |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $418K | Hold |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $338K | Hold |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $389K | Buy |
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