FP
Fiduciary Planning’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Sell |
51,537
-4,270
| -8% | -$1.08M | 4.32% | 7 |
|
|
2025
Q1 | $11.5M | Buy |
55,807
+576
| +1% | +$119K | 3.8% | 7 |
|
|
2024
Q4 | $12.8M | Buy |
55,231
+2,477
| +5% | +$576K | 4.17% | 7 |
|
|
2024
Q3 | $11.9M | Buy |
52,754
+2,970
| +6% | +$671K | 4.04% | 7 |
|
|
2024
Q2 | $11.3M | Buy |
49,784
+5,439
| +12% | +$1.23M | 4.03% | 8 |
|
|
2024
Q1 | $9.24M | Buy |
44,345
+3,027
| +7% | +$630K | 3.49% | 9 |
|
|
2023
Q4 | $7.95M | Buy |
41,318
+28,075
| +212% | +$5.4M | 3.38% | 9 |
|
|
2023
Q3 | $2.17M | Buy |
+13,243
| New | +$2.17M | 1.02% | 21 |
|