Summit Place Financial 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 | $2.05M | Buy |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $992K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $469K | Sell |
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|
2023
Q1 | $437K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $580K | Sell |
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|
2022
Q1 | $764K | Sell |
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|
2021
Q4 | $862K | Sell |
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|
2021
Q3 | $847K | Hold |
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|
2021
Q2 | $838K | Sell |
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|
2021
Q1 | $800K | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.17M | Buy |
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