Burney Company’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
$567K Buy
2,238
+1,081
+93% +$274K 0.02% 389
2025
Q1
$239K Sell
1,157
-5
-0.4% -$1.03K 0.01% 535
2024
Q4
$270K Buy
1,162
+2
+0.2% +$465 0.01% 522
2024
Q3
$262K Buy
1,160
+111
+11% +$25.1K 0.01% 540
2024
Q2
$237K Buy
1,049
+2
+0.2% +$452 0.01% 550
2024
Q1
$218K Buy
1,047
+1
+0.1% +$208 0.01% 567
2023
Q4
$201K Buy
+1,046
New +$201K 0.01% 568