Allie Family Office’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
Q1
Sell
-1,466
Closed -$341K 101
2024
Q4
$341K Hold
1,466
0.19% 63
2024
Q3
$331K Hold
1,466
0.18% 62
2024
Q2
$332K Hold
1,466
0.2% 61
2024
Q1
$303K Hold
1,466
0.18% 59
2023
Q4
$282K Buy
+1,466
New +$282K 0.2% 55
2023
Q3
Sell
-1,466
Closed -$255K 76
2023
Q2
$255K Hold
1,466
0.18% 60
2023
Q1
$221K Buy
+1,466
New +$221K 0.17% 65