Summit Trail 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
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.17M | Hold |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.39M | Buy |
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|
2024
Q1 | $2.1M | Hold |
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|
2023
Q4 | $1.94M | Hold |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $1.78M | Hold |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $639K | Buy |
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|
2022
Q3 | $546K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $32K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $205K | Buy |
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