Blue Chip Partners’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
$2.01M Sell
7,943
-2
-0% -$506 0.16% 57
2025
Q1
$1.64M Sell
7,945
-668
-8% -$138K 0.14% 71
2024
Q4
$2M Buy
8,613
+746
+9% +$173K 0.17% 66
2024
Q3
$1.78M Sell
7,867
-268
-3% -$60.5K 0.15% 63
2024
Q2
$1.84M Buy
8,135
+14
+0.2% +$3.17K 0.17% 56
2024
Q1
$1.69M Sell
8,121
-471
-5% -$98.1K 0.16% 55
2023
Q4
$1.65M Buy
8,592
+153
+2% +$29.4K 0.17% 58
2023
Q3
$1.38M Buy
8,439
+18
+0.2% +$2.95K 0.16% 57
2023
Q2
$1.46M Sell
8,421
-124
-1% -$21.6K 0.17% 64
2023
Q1
$1.29M Sell
8,545
-990
-10% -$149K 0.15% 67
2022
Q4
$1.19M Buy
+9,535
New +$1.19M 0.15% 69
2019
Q1
Sell
-4,420
Closed -$274K 144
2018
Q4
$274K Buy
+4,420
New +$274K 0.07% 114