Analyst IMS Investment Management Services’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 | $11.7M | Buy |
46,309
+3,340
| +8% | +$846K | 0.4% | 25 |
|
|
2025
Q1 | $8.87M | Buy |
42,969
+12,190
| +40% | +$2.52M | 0.34% | 28 |
|
|
2024
Q4 | $7.16M | Buy |
30,779
+1,113
| +4% | +$259K | 0.26% | 30 |
|
|
2024
Q3 | $6.7M | Buy |
29,666
+19,046
| +179% | +$4.3M | 0.26% | 30 |
|
|
2024
Q2 | $2.4M | Buy |
10,620
+5,870
| +124% | +$1.33M | 0.1% | 43 |
|
|
2024
Q1 | $989K | Buy |
4,750
+2,349
| +98% | +$489K | 0.04% | 67 |
|
|
2023
Q4 | $462K | Sell |
2,401
-1,574
| -40% | -$303K | 0.02% | 81 |
|
|
2023
Q3 | $649K | Buy |
3,975
+2,245
| +130% | +$367K | 0.04% | 70 |
|
|
2023
Q2 | $296K | Buy |
+1,730
| New | +$296K | 0.02% | 84 |
|
|
2018
Q4 | – | Sell |
-563
| Closed | -$42 | – | 169 |
|
|
2018
Q3 | $42 | Buy |
+563
| New | +$42 | 0.01% | 135 |
|