Ehrlich Financial Group’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 | $5.24M | Buy |
20,688
+5,459
| +36% | +$1.38M | 3.39% | 6 |
|
|
2025
Q1 | $3.14M | Buy |
15,229
+15
| +0.1% | +$3.1K | 2.29% | 10 |
|
|
2024
Q4 | $3.54M | Sell |
15,214
-1,511
| -9% | -$351K | 2.51% | 10 |
|
|
2024
Q3 | $3.78M | Buy |
16,725
+2,763
| +20% | +$624K | 2.69% | 10 |
|
|
2024
Q2 | $3.16M | Buy |
13,962
+1,502
| +12% | +$340K | 2.49% | 12 |
|
|
2024
Q1 | $2.59M | Buy |
12,460
+3,179
| +34% | +$662K | 2.18% | 14 |
|
|
2023
Q4 | $1.79M | Buy |
+9,281
| New | +$1.79M | 1.79% | 20 |
|