Triangle Securities Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Triangle Securities Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.4M	Hold
2025 Q2	$1.25M	Buy
2025 Q1	$996K	Hold
2024 Q4	$1.12M	Hold
2024 Q3	$1.09M	Hold
2024 Q2	$1.09M	Sell
2024 Q1	$1.21M	Hold
2023 Q4	$1.12M	Hold
2023 Q3	$955K	Hold
2023 Q2	$1.01M	Hold
2023 Q1	$880K	Hold
2022 Q4	$725K	Hold
2022 Q3	$692K	Hold
2022 Q2	$740K	Hold
2022 Q1	$926K	Sell
2021 Q4	$1.03M	Sell
2021 Q3	$928K	Sell
2021 Q2	$920K	Hold
2021 Q1	$827K	Hold
2020 Q4	$810K	Hold
2020 Q3	$727K	Hold
2020 Q2	$651K	Sell
2020 Q1	$513K	Sell
2019 Q4	$594K	Hold
2019 Q3	$522K	Hold
2019 Q2	$514K	Sell
2019 Q1	$485K	Sell
2018 Q4	$420K	Hold
2018 Q3	$511K	Hold
2018 Q2	$471K	Sell
2018 Q1	$449K	Hold
2017 Q4	$439K	Hold
2017 Q3	$405K	Hold
2017 Q2	$375K	Hold
2017 Q1	$366K	Hold
2016 Q4	$332K	Hold
2016 Q3	$328K	Sell
2016 Q2	$302K	Hold
2016 Q1	$309K	Buy
2015 Q4	–	Sell
2015 Q3	$275K	Hold
2015 Q2	$288K	Buy
2015 Q1	$276K	Hold
2014 Q4	$275K	Sell
2014 Q3	$289K	Hold
2014 Q2	$278K	Hold
2014 Q1	$219K	Hold
2013 Q4	$259K	Hold
2013 Q3	$232K	Hold
2013 Q2	$221K	Buy