TWM
Tolleson Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
2,334
+278
| +14% | +$70.4K | 0.1% | 58 |
|
|
2025
Q1 | $425K | Hold |
2,056
| – | – | 0.08% | 63 |
|
|
2024
Q4 | $478K | Hold |
2,056
| – | – | 0.1% | 64 |
|
|
2024
Q3 | $464K | Sell |
2,056
-300
| -13% | -$67.7K | 0.09% | 58 |
|
|
2024
Q2 | $533K | Hold |
2,356
| – | – | 0.11% | 60 |
|
|
2024
Q1 | $491K | Hold |
2,356
| – | – | 0.1% | 62 |
|
|
2023
Q4 | $453K | Hold |
2,356
| – | – | 0.09% | 60 |
|
|
2023
Q3 | $386K | Hold |
2,356
| – | – | 0.09% | 62 |
|
|
2023
Q2 | $410K | Hold |
2,356
| – | – | 0.1% | 66 |
|
|
2023
Q1 | $356K | Hold |
2,356
| – | – | 0.09% | 64 |
|
|
2022
Q4 | $293K | Hold |
2,356
| – | – | 0.08% | 70 |
|
|
2022
Q3 | $280K | Hold |
2,356
| – | – | 0.08% | 63 |
|
|
2022
Q2 | $299K | Hold |
2,356
| – | – | 0.08% | 62 |
|
|
2022
Q1 | $374K | Hold |
2,356
| – | – | 0.11% | 58 |
|
|
2021
Q4 | $410K | Buy |
+2,356
| New | +$410K | 0.11% | 57 |
|