Annis Gardner Whiting Capital Advisors’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 | $151K | Buy |
595
+285
| +92% | +$72.2K | 0.05% | 246 |
|
|
2025
Q1 | $64K | Hold |
310
| – | – | 0.03% | 326 |
|
|
2024
Q4 | $72.1K | Hold |
310
| – | – | 0.02% | 308 |
|
|
2024
Q3 | $70K | Hold |
310
| – | – | 0.02% | 332 |
|
|
2024
Q2 | $70.1K | Hold |
310
| – | – | 0.02% | 357 |
|
|
2024
Q1 | $64.6K | Hold |
310
| – | – | 0.02% | 346 |
|
|
2023
Q4 | $59.7K | Hold |
310
| – | – | 0.03% | 285 |
|
|
2023
Q3 | $50.8K | Buy |
+310
| New | +$50.8K | 0.03% | 281 |
|