Bell Investment 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 | $450K | Buy |
1,779
+500
| +39% | +$127K | 0.08% | 80 |
|
|
2025
Q1 | $264K | Hold |
1,279
| – | – | 0.05% | 94 |
|
|
2024
Q4 | $297K | Buy |
1,279
+60
| +5% | +$14K | 0.06% | 88 |
|
|
2024
Q3 | $275K | Hold |
1,219
| – | – | 0.05% | 94 |
|
|
2024
Q2 | $276K | Hold |
1,219
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $254K | Buy |
+1,219
| New | +$254K | 0.05% | 88 |
|