Accel Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
1,668
+172
| +11% | +$43.6K | 0.14% | 156 |
|
|
2025
Q1 | $309K | Buy |
1,496
+375
| +33% | +$77.4K | 0.11% | 186 |
|
|
2024
Q4 | $261K | Hold |
1,121
| – | – | 0.1% | 201 |
|
|
2024
Q3 | $253K | Buy |
1,121
+1
| +0.1% | +$226 | 0.09% | 201 |
|
|
2024
Q2 | $253K | Buy |
+1,120
| New | +$253K | 0.1% | 187 |
|
|
2022
Q4 | – | Sell |
-14
| Closed | -$2K | – | 1094 |
|
|
2022
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 950 |
|
|
2022
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 917 |
|
|
2022
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 887 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 892 |
|
|
2021
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 798 |
|
|
2021
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 873 |
|
|
2021
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 841 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 803 |
|