Brady Family Wealth’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 | $707K | Hold |
2,792
| – | – | 0.22% | 74 |
|
|
2025
Q1 | $576K | Hold |
2,792
| – | – | 0.18% | 82 |
|
|
2024
Q4 | $649K | Hold |
2,792
| – | – | 0.2% | 79 |
|
|
2024
Q3 | $630K | Hold |
2,792
| – | – | 0.19% | 78 |
|
|
2024
Q2 | $632K | Sell |
2,792
-4
| -0.1% | -$905 | 0.2% | 76 |
|
|
2024
Q1 | $582K | Hold |
2,796
| – | – | 0.19% | 80 |
|
|
2023
Q4 | $538K | Sell |
2,796
-14
| -0.5% | -$2.7K | 0.18% | 78 |
|
|
2023
Q3 | $461K | Hold |
2,810
| – | – | 0.18% | 79 |
|
|
2023
Q2 | $489K | Sell |
2,810
-132
| -4% | -$23K | 0.18% | 80 |
|
|
2023
Q1 | $444K | Hold |
2,942
| – | – | 0.18% | 85 |
|
|
2022
Q4 | $366K | Buy |
+2,942
| New | +$366K | 0.15% | 89 |
|