Strategic Wealth Partners’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 | $1.29M | Buy |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $8.92M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $892K | Buy |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $471K | Hold |
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|
2021
Q4 | $516K | Sell |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $202K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $14 | Hold |
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|
2019
Q2 | $14K | Sell |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $25K | Sell |
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|
2018
Q2 | $26K | Buy |
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|
2018
Q1 | $20K | Buy |
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|
2017
Q4 | $17K | Buy |
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