Summit Financial Wealth Advisors’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 | $1.04M | Hold |
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|
2025
Q2 | $924K | Hold |
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|
2025
Q1 | $753K | Buy |
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|
2024
Q4 | $818K | Buy |
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|
2024
Q3 | $809K | Hold |
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|
2024
Q2 | $811K | Hold |
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|
2024
Q1 | $747K | Buy |
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|
2023
Q4 | $674K | Hold |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $661K | Hold |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $488K | Hold |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $602K | Sell |
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|
2021
Q1 | $534K | Buy |
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|
2020
Q4 | $476K | Sell |
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|
2020
Q3 | $468K | Sell |
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|
2020
Q2 | $798K | Sell |
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|
2020
Q1 | $754K | Buy |
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|
2019
Q4 | $854K | Buy |
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|
2019
Q3 | $620K | Hold |
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|
2019
Q2 | $593K | Hold |
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|
2019
Q1 | $577K | Buy |
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|
2018
Q4 | $458K | Buy |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $317K | Sell |
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|
2017
Q3 | $352K | Sell |
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|
2017
Q2 | $353K | Hold |
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|
2017
Q1 | $344K | Sell |
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|
2016
Q4 | $353K | Sell |
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|
2016
Q3 | $421K | Sell |
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|
2016
Q2 | $851K | Sell |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $715K | Buy |
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|
2015
Q2 | $605K | Sell |
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|
2015
Q1 | $660K | Buy |
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|
2014
Q4 | $632K | Buy |
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