Wealthspire Advisors (New York)’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 | $3.58M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $1.24M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $358K | Buy |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $302K | Buy |
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