Wealthspire Advisors (New York)’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
14,151
+1,869
| +15% | +$473K | 0.02% | 194 |
|
|
2025
Q1 | $2.54M | Sell |
12,282
-1,086
| -8% | -$224K | 0.02% | 240 |
|
|
2024
Q4 | $3.11M | Buy |
13,368
+608
| +5% | +$141K | 0.03% | 188 |
|
|
2024
Q3 | $2.88M | Buy |
12,760
+7,299
| +134% | +$1.65M | 0.03% | 195 |
|
|
2024
Q2 | $1.24M | Sell |
5,461
-341
| -6% | -$77.2K | 0.02% | 280 |
|
|
2024
Q1 | $1.21M | Buy |
5,802
+586
| +11% | +$122K | 0.02% | 284 |
|
|
2023
Q4 | $1M | Buy |
5,216
+2,708
| +108% | +$521K | 0.01% | 308 |
|
|
2023
Q3 | $411K | Buy |
2,508
+449
| +22% | +$73.6K | 0.01% | 427 |
|
|
2023
Q2 | $358K | Buy |
2,059
+60
| +3% | +$10.4K | 0.01% | 427 |
|
|
2023
Q1 | $302K | Buy |
1,999
+27
| +1% | +$4.08K | 0.01% | 442 |
|
|
2022
Q4 | $245K | Sell |
1,972
-733
| -27% | -$91.2K | ﹤0.01% | 497 |
|
|
2022
Q3 | $321K | Buy |
2,705
+616
| +29% | +$73.1K | 0.01% | 406 |
|
|
2022
Q2 | $266K | Sell |
2,089
-200
| -9% | -$25.5K | 0.01% | 425 |
|
|
2022
Q1 | $364K | Buy |
2,289
+305
| +15% | +$48.5K | 0.01% | 324 |
|
|
2021
Q4 | $345K | Sell |
1,984
-2,349
| -54% | -$408K | 0.01% | 393 |
|
|
2021
Q3 | $647K | Buy |
+4,333
| New | +$647K | 0.01% | 310 |
|
|
2021
Q2 | – | Sell |
-2,272
| Closed | -$302K | – | 678 |
|
|
2021
Q1 | $302K | Buy |
+2,272
| New | +$302K | 0.01% | 546 |
|