Fiduciary 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 | $7.28M | Buy |
28,734
+2,254
| +9% | +$571K | 0.68% | 40 |
|
|
2025
Q1 | $5.47M | Buy |
26,480
+2,897
| +12% | +$598K | 0.55% | 51 |
|
|
2024
Q4 | $5.48M | Buy |
23,583
+5,720
| +32% | +$1.33M | 0.55% | 51 |
|
|
2024
Q3 | $4.03M | Buy |
17,863
+1,987
| +13% | +$449K | 0.41% | 66 |
|
|
2024
Q2 | $3.59M | Buy |
15,876
+1,963
| +14% | +$444K | 0.39% | 69 |
|
|
2024
Q1 | $2.9M | Buy |
13,913
+1,101
| +9% | +$229K | 0.32% | 77 |
|
|
2023
Q4 | $2.47M | Buy |
12,812
+9,021
| +238% | +$1.74M | 0.29% | 79 |
|
|
2023
Q3 | $622K | Buy |
3,791
+2,113
| +126% | +$346K | 0.08% | 143 |
|
|
2023
Q2 | $292K | Buy |
+1,678
| New | +$292K | 0.04% | 207 |
|