Edgemoor Investment 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
$227K Buy
+895
New +$227K 0.02% 162
2025
Q1
Sell
-895
Closed -$208K 171
2024
Q4
$208K Sell
895
-705
-44% -$164K 0.02% 163
2024
Q3
$361K Buy
1,600
+705
+79% +$159K 0.03% 127
2024
Q2
$202K Buy
+895
New +$202K 0.02% 160