Cresta Advisors’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 | $4.1M | Sell |
16,189
-1,392
| -8% | -$352K | 2% | 13 |
|
|
2025
Q1 | $3.63M | Sell |
17,581
-386
| -2% | -$79.7K | 1.88% | 14 |
|
|
2024
Q4 | $4.06M | Hold |
17,967
| – | – | 2.12% | 13 |
|
|
2024
Q3 | $4.06M | Sell |
17,967
-20
| -0.1% | -$4.52K | 2.12% | 13 |
|
|
2024
Q2 | $4.07M | Buy |
17,987
+2,084
| +13% | +$471K | 2.41% | 12 |
|
|
2024
Q1 | $3.31M | Buy |
15,903
+747
| +5% | +$156K | 2.1% | 13 |
|
|
2023
Q4 | $2.92M | Buy |
15,156
+316
| +2% | +$60.8K | 1.95% | 13 |
|
|
2023
Q3 | $2.43M | Buy |
14,840
+697
| +5% | +$114K | 1.88% | 14 |
|
|
2023
Q2 | $2.46M | Buy |
+14,143
| New | +$2.46M | 1.91% | 14 |
|