Envestnet Portfolio Solutions’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
$6.14M Sell
24,233
-10,717
-31% -$2.71M 0.02% 315
2025
Q1
$7.22M Sell
34,950
-45,425
-57% -$9.38M 0.03% 281
2024
Q4
$18.7M Buy
80,375
+24,495
+44% +$5.7M 0.06% 147
2024
Q3
$12.6M Buy
55,880
+1,454
+3% +$328K 0.04% 213
2024
Q2
$12.3M Buy
54,426
+3,006
+6% +$680K 0.04% 203
2024
Q1
$10.7M Buy
51,420
+15,270
+42% +$3.18M 0.04% 219
2023
Q4
$6.96M Buy
36,150
+4,607
+15% +$887K 0.03% 262
2023
Q3
$5.17M Buy
+31,543
New +$5.17M 0.02% 298