Farther Finance Advisors’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 | $8.03M | Sell |
31,694
-5,331
| -14% | -$1.35M | 0.16% | 117 |
|
2025
Q1 | $7.7M | Buy |
37,025
+5,943
| +19% | +$1.24M | 0.2% | 104 |
|
2024
Q4 | $7.23M | Buy |
31,082
+2,134
| +7% | +$496K | 0.26% | 81 |
|
2024
Q3 | $6.54M | Buy |
28,948
+26,725
| +1,202% | +$6.03M | 0.25% | 80 |
|
2024
Q2 | $507K | Buy |
2,223
+689
| +45% | +$157K | 0.02% | 476 |
|
2024
Q1 | $320K | Buy |
1,534
+1,124
| +274% | +$235K | 0.02% | 521 |
|
2023
Q4 | $78.9K | Buy |
410
+225
| +122% | +$43.3K | 0.01% | 872 |
|
2023
Q3 | $30.3K | Sell |
185
-77
| -29% | -$12.6K | ﹤0.01% | 964 |
|
2023
Q2 | $45.6K | Sell |
262
-88
| -25% | -$15.3K | 0.01% | 706 |
|
2023
Q1 | $52.9K | Buy |
350
+276
| +373% | +$41.7K | 0.02% | 587 |
|
2022
Q4 | $9.21K | Buy |
+74
| New | +$9.21K | ﹤0.01% | 973 |
|