Capital Insight 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 | $13.1M | Sell |
51,632
-1,022
| -2% | -$259K | 2.27% | 9 |
|
|
2025
Q1 | $10.9M | Buy |
52,654
+30,439
| +137% | +$6.29M | 1.9% | 11 |
|
|
2024
Q4 | $5.17M | Sell |
22,215
-1,538
| -6% | -$358K | 0.89% | 35 |
|
|
2024
Q3 | $5.36M | Sell |
23,753
-378
| -2% | -$85.3K | 0.94% | 34 |
|
|
2024
Q2 | $5.46M | Sell |
24,131
-522
| -2% | -$118K | 1.03% | 29 |
|
|
2024
Q1 | $5.13M | Sell |
24,653
-346
| -1% | -$72.1K | 0.96% | 33 |
|
|
2023
Q4 | $4.81M | Sell |
24,999
-599
| -2% | -$115K | 0.98% | 28 |
|
|
2023
Q3 | $4.2M | Hold |
25,598
| – | – | 0.95% | 33 |
|
|
2023
Q2 | $4.45M | Sell |
25,598
-195
| -0.8% | -$33.9K | 1% | 23 |
|
|
2023
Q1 | $3.9M | Sell |
25,793
-895
| -3% | -$135K | 0.92% | 31 |
|
|
2022
Q4 | $3.32M | Sell |
26,688
-1,730
| -6% | -$215K | 0.86% | 35 |
|
|
2022
Q3 | $3.38M | Sell |
28,418
-21,044
| -43% | -$2.5M | 0.91% | 31 |
|
|
2022
Q2 | $6.29M | Sell |
49,462
-4,142
| -8% | -$527K | 1.47% | 12 |
|
|
2022
Q1 | $8.52M | Sell |
53,604
-3,439
| -6% | -$547K | 1.74% | 9 |
|
|
2021
Q4 | $9.92M | Sell |
57,043
-2,820
| -5% | -$490K | 2.02% | 8 |
|
|
2021
Q3 | $8.94M | Sell |
59,863
-3,506
| -6% | -$524K | 1.94% | 8 |
|
|
2021
Q2 | $9.36M | Sell |
63,369
-5,081
| -7% | -$750K | 2.11% | 8 |
|
|
2021
Q1 | $9.09M | Sell |
68,450
-728
| -1% | -$96.7K | 2.21% | 6 |
|
|
2020
Q4 | $9M | Sell |
69,178
-3,782
| -5% | -$492K | 2.26% | 6 |
|
|
2020
Q3 | $8.51M | Buy |
72,960
+15,290
| +27% | +$1.78M | 2.39% | 6 |
|
|
2020
Q2 | $6.03M | Buy |
+57,670
| New | +$6.03M | 1.9% | 9 |
|