Commonwealth Financial Services’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
$335K Sell
1,323
-1,304
-50% -$330K 0.06% 148
2025
Q1
$542K Buy
2,627
+80
+3% +$16.5K 0.11% 103
2024
Q4
$592K Sell
2,547
-58
-2% -$13.5K 0.12% 96
2024
Q3
$574K Sell
2,605
-320
-11% -$70.5K 0.11% 94
2024
Q2
$686K Buy
2,925
+622
+27% +$146K 0.14% 83
2024
Q1
$443K Hold
2,303
0.1% 98
2023
Q4
$443K Buy
2,303
+1,034
+81% +$199K 0.1% 98
2023
Q3
$208K Buy
+1,269
New +$208K 0.06% 173