Waverly 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 | $16M | Buy |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $7.42M | Sell |
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|
2024
Q2 | $7.58M | Buy |
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|
2024
Q1 | $6.84M | Buy |
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|
2023
Q4 | $5.49M | Buy |
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|
2023
Q3 | $3.59M | Buy |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $202K | Sell |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.4M | Hold |
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|
2018
Q2 | $1.29M | Sell |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $1M | Buy |
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|
2017
Q1 | $882K | Buy |
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