Tolleson Wealth Management’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 | $591K | Buy |
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|
2025
Q1 | $425K | Hold |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $464K | Sell |
|
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|
2024
Q2 | $533K | Hold |
|
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|
2024
Q1 | $491K | Hold |
|
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|
2023
Q4 | $453K | Hold |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $410K | Hold |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $299K | Hold |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $410K | Buy |
|