Clayton Financial 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 | – | Sell |
-1,490
| Closed | -$308K | – | 117 |
|
|
2025
Q1 | $308K | Sell |
1,490
-179
| -11% | -$37K | 0.11% | 86 |
|
|
2024
Q4 | $388K | Buy |
1,669
+76
| +5% | +$17.7K | 0.14% | 79 |
|
|
2024
Q3 | $360K | Sell |
1,593
-2
| -0.1% | -$451 | 0.13% | 83 |
|
|
2024
Q2 | $332K | Hold |
1,595
| – | – | 0.14% | 74 |
|
|
2024
Q1 | $332K | Buy |
+1,595
| New | +$332K | 0.15% | 73 |
|