Estate Counselors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Estate Counselors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.38M	Sell	21,235 -16,774	-44%	-$4.25M	0.53%	27
2025 Q1	$7.85M	Sell	38,009 -228	-0.6%	-$47.1K	0.81%	17
2024 Q4	$8.89M	Buy	38,237 +413	+1%	+$96K	0.95%	12
2024 Q3	$8.54M	Sell	37,824 -51	-0.1%	-$11.5K	0.88%	13
2024 Q2	$8.57M	Buy	37,875 +290	+0.8%	+$65.6K	0.94%	9
2024 Q1	$7.83M	Sell	37,585 -305	-0.8%	-$63.5K	0.9%	10
2023 Q4	$7.29M	Buy	37,890 +1,690	+5%	+$325K	0.9%	26
2023 Q3	$5.93M	Buy	36,200 +1,120	+3%	+$184K	0.79%	30
2023 Q2	$6.1M	Buy	+35,080	New	+$6.1M	0.77%	33
2022 Q3	–	Sell	-200	Closed	-$25K	–	194
2022 Q2	$25K	Sell	200 -45,429	-100%	-$5.68M	﹤0.01%	154
2022 Q1	$7.25M	Buy	45,629 +345	+0.8%	+$54.8K	0.94%	36
2021 Q4	$7.87M	Buy	45,284 +2,854	+7%	+$496K	0.96%	34
2021 Q3	$6.34M	Buy	42,430 +42,240	+22,232%	+$6.31M	0.79%	36
2021 Q2	$28K	Hold	190	–	–	﹤0.01%	164
2021 Q1	$25K	Sell	190 -33,260	-99%	-$4.38M	﹤0.01%	161
2020 Q4	$4.35M	Sell	33,450 -1,515	-4%	-$197K	0.65%	44
2020 Q3	$4.08M	Buy	34,965 +1,470	+4%	+$172K	0.63%	42
2020 Q2	$3.5M	Sell	33,495 -48,660	-59%	-$5.08M	0.56%	43
2020 Q1	$6.6M	Buy	82,155 +975	+1%	+$78.4K	1.09%	33
2019 Q4	$7.44M	Buy	+81,180	New	+$7.44M	1.09%	35
2019 Q2	–	Sell	-94,380	Closed	-$6.98M	–	71
2019 Q1	$6.98M	Buy	94,380 +20,300	+27%	+$1.5M	1.2%	33
2018 Q4	$4.59M	Buy	74,080 +2,150	+3%	+$133K	0.93%	42
2018 Q3	$5.42M	Sell	71,930 -2,600	-3%	-$196K	0.98%	35
2018 Q2	$5.18M	Sell	74,530 -120	-0.2%	-$8.34K	0.98%	38
2018 Q1	$4.88M	Buy	74,650 +15,000	+25%	+$981K	0.91%	39
2017 Q4	$3.82M	Buy	59,650 +5,150	+9%	+$329K	0.76%	43
2017 Q3	$3.22M	Hold	54,500	–	–	0.64%	40
2017 Q2	$2.98M	Buy	54,500 +14,500	+36%	+$793K	0.68%	40
2017 Q1	$2.13M	Hold	40,000	–	–	0.55%	41
2016 Q4	$1.93M	Buy	+40,000	New	+$1.93M	0.53%	47