Chicago Wealth Management’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
Sell
-9,865
Closed -$2.04M 54
2025
Q1
$2.04M Buy
9,865
+1,984
+25% +$410K 1.07% 22
2024
Q4
$1.83M Buy
7,881
+2,617
+50% +$608K 0.95% 21
2024
Q3
$1.19M Buy
5,264
+862
+20% +$195K 0.63% 24
2024
Q2
$996K Buy
+4,402
New +$996K 0.57% 29