Caldwell Trust Co's ownership history for XLK

Caldwell Trust Co currently holds 16.5K shares with a market value of $4.7M. It started holding XLK on 2019-12-31. At its peak, it held 22.7K shares on 2022-03-31. Its highest holding value was $4.7M on 2025-09-30. At its lowest, it held 13.1K shares on 2021-06-30, with a value of $1.2M on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 98. In the recent year, Caldwell Trust Co has decreased its shares by 2.1K.