Stratos Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.7M Sell
93,556
-7,424
-7% -$1.88M 0.32% 61
2025
Q1
$20.9M Sell
100,980
-461
-0.5% -$95.2K 0.32% 65
2024
Q4
$23.6M Buy
101,441
+19,622
+24% +$4.56M 0.33% 58
2024
Q3
$18.5M Buy
81,819
+4,884
+6% +$1.1M 0.27% 72
2024
Q2
$17.4M Sell
76,935
-514
-0.7% -$116K 0.28% 68
2024
Q1
$16.1M Buy
77,449
+1,584
+2% +$330K 0.27% 72
2023
Q4
$14.6M Sell
75,865
-4,312
-5% -$830K 0.27% 70
2023
Q3
$13.1M Buy
80,177
+7,202
+10% +$1.18M 0.28% 67
2023
Q2
$12.7M Buy
72,975
+6,821
+10% +$1.19M 0.29% 68
2023
Q1
$9.99M Sell
66,154
-1,769
-3% -$267K 0.27% 72
2022
Q4
$8.45M Buy
67,923
+2
+0% +$249 0.21% 100
2022
Q3
$8.07M Sell
67,921
-3,055
-4% -$363K 0.23% 91
2022
Q2
$9.02M Sell
70,976
-71,143
-50% -$9.04M 0.23% 90
2022
Q1
$22.6M Sell
142,119
-44,320
-24% -$7.04M 0.5% 35
2021
Q4
$32.4M Buy
186,439
+53,544
+40% +$9.31M 0.72% 24
2021
Q3
$19.8M Sell
132,895
-355
-0.3% -$53K 0.51% 32
2021
Q2
$19.7M Sell
133,250
-2,097
-2% -$310K 0.49% 32
2021
Q1
$18M Sell
135,347
-1,265
-0.9% -$168K 0.5% 32
2020
Q4
$17.8M Sell
136,612
-6,275
-4% -$816K 0.53% 33
2020
Q3
$16.7M Sell
142,887
-4,134
-3% -$482K 0.55% 29
2020
Q2
$15.4M Buy
147,021
+58,590
+66% +$6.12M 0.55% 29
2020
Q1
$7.11M Buy
88,431
+17,506
+25% +$1.41M 0.33% 66
2019
Q4
$6.5M Buy
70,925
+11,145
+19% +$1.02M 0.26% 82
2019
Q3
$4.81M Sell
59,780
-6,685
-10% -$538K 0.21% 107
2019
Q2
$5.19M Sell
66,465
-1,206
-2% -$94.1K 0.22% 91
2019
Q1
$5.01M Sell
67,671
-1,934
-3% -$143K 0.23% 95
2018
Q4
$4.31M Sell
69,605
-3,503
-5% -$217K 0.22% 95
2018
Q3
$5.51M Buy
73,108
+2,554
+4% +$192K 0.25% 77
2018
Q2
$4.9M Sell
70,554
-9,924
-12% -$689K 0.22% 93
2018
Q1
$5.27M Buy
80,478
+18,975
+31% +$1.24M 0.22% 99
2017
Q4
$3.93M Sell
61,503
-13,850
-18% -$886K 0.18% 121
2017
Q3
$4.45M Buy
75,353
+2,096
+3% +$124K 0.21% 106
2017
Q2
$4.01M Buy
73,257
+229
+0.3% +$12.5K 0.21% 111
2017
Q1
$3.89M Buy
73,028
+18,758
+35% +$1,000K 0.22% 103
2016
Q4
$2.63M Buy
54,270
+10,450
+24% +$505K 0.16% 134
2016
Q3
$2.09M Buy
43,820
+9,889
+29% +$473K 0.14% 140
2016
Q2
$1.47M Sell
33,931
-13,945
-29% -$605K 0.11% 177
2016
Q1
$2.12M Buy
47,876
+292
+0.6% +$13K 0.18% 102
2015
Q4
$2.04M Sell
47,584
-1,299
-3% -$55.6K 0.17% 107
2015
Q3
$1.93M Buy
48,883
+14,435
+42% +$570K 0.24% 85
2015
Q2
$1.43M Sell
34,448
-11,696
-25% -$484K 0.18% 115
2015
Q1
$1.91M Buy
46,144
+9,533
+26% +$395K 0.23% 91
2014
Q4
$1.51M Buy
+36,611
New +$1.51M 0.27% 97