Diversify Advisory 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 | $5.63M | Buy |
20,985
+2,929
| +16% | +$786K | 0.22% | 78 |
|
|
2025
Q1 | $3.78M | Sell |
18,056
-5,373
| -23% | -$1.12M | 0.24% | 73 |
|
|
2024
Q4 | $5.36M | Sell |
23,429
-2,144
| -8% | -$491K | 0.3% | 46 |
|
|
2024
Q3 | $5.93M | Buy |
25,573
+8,953
| +54% | +$2.07M | 0.32% | 56 |
|
|
2024
Q2 | $3.89M | Buy |
16,620
+2,480
| +18% | +$581K | 0.21% | 86 |
|
|
2024
Q1 | $2.95M | Buy |
+14,140
| New | +$2.95M | 0.17% | 127 |
|