Elm Partners Management’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 | $2.58M | Buy |
10,176
+8,617
| +553% | +$2.18M | 0.15% | 37 |
|
2025
Q1 | $322K | Sell |
1,559
-10,352
| -87% | -$2.14M | 0.02% | 55 |
|
2024
Q4 | $2.77M | Buy |
11,911
+5,061
| +74% | +$1.18M | 0.19% | 30 |
|
2024
Q3 | $1.55M | Buy |
6,850
+754
| +12% | +$170K | 0.11% | 32 |
|
2024
Q2 | $1.38M | Sell |
6,096
-3,120
| -34% | -$706K | 0.11% | 37 |
|
2024
Q1 | $1.92M | Buy |
9,216
+3,173
| +53% | +$661K | 0.15% | 36 |
|
2023
Q4 | $1.16M | Buy |
6,043
+2,098
| +53% | +$404K | 0.11% | 34 |
|
2023
Q3 | $647K | Buy |
+3,945
| New | +$647K | 0.07% | 37 |
|