Clear Creek Financial 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 | $314K | Buy |
1,241
+109
| +10% | +$27.6K | 0.03% | 430 |
|
|
2025
Q1 | $234K | Buy |
1,132
+22
| +2% | +$4.54K | 0.02% | 458 |
|
|
2024
Q4 | $258K | Buy |
1,110
+88
| +9% | +$20.5K | 0.03% | 403 |
|
|
2024
Q3 | $231K | Buy |
1,022
+59
| +6% | +$13.3K | 0.03% | 408 |
|
|
2024
Q2 | $218K | Buy |
+963
| New | +$218K | 0.03% | 402 |
|
|
2021
Q1 | – | Sell |
-1,603
| Closed | -$208K | – | 274 |
|
|
2020
Q4 | $208K | Buy |
+1,603
| New | +$208K | 0.04% | 272 |
|