Embree 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 | $769K | Buy |
3,037
+4
| +0.1% | +$1.01K | 0.12% | 108 |
|
|
2025
Q1 | $626K | Sell |
3,033
-509
| -14% | -$105K | 0.1% | 117 |
|
|
2024
Q4 | $824K | Hold |
3,542
| – | – | 0.14% | 90 |
|
|
2024
Q3 | $800K | Sell |
3,542
-89
| -2% | -$20.1K | 0.14% | 89 |
|
|
2024
Q2 | $822K | Buy |
3,631
+167
| +5% | +$37.8K | 0.16% | 84 |
|
|
2024
Q1 | $722K | Sell |
3,464
-220
| -6% | -$45.8K | 0.14% | 92 |
|
|
2023
Q4 | $709K | Buy |
+3,684
| New | +$709K | 0.15% | 89 |
|