Clark Financial Services Group’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 | $3.2M | Buy |
12,642
+2,912
| +30% | +$737K | 1.97% | 14 |
|
|
2025
Q1 | $2.01M | Sell |
9,730
-77
| -0.8% | -$15.9K | 1.39% | 15 |
|
|
2024
Q4 | $2.28M | Buy |
+9,807
| New | +$2.28M | 1.74% | 13 |
|
|
2022
Q1 | – | Sell |
-9,844
| Closed | -$1.71M | – | 72 |
|
|
2021
Q4 | $1.71M | Buy |
9,844
+200
| +2% | +$34.8K | 1.15% | 18 |
|
|
2021
Q3 | $1.44M | Buy |
+9,644
| New | +$1.44M | 1.11% | 20 |
|
|
2021
Q2 | – | Sell |
-9,122
| Closed | -$1.21M | – | 66 |
|
|
2021
Q1 | $1.21M | Buy |
+9,122
| New | +$1.21M | 1.03% | 23 |
|