Financial Advocates Investment Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Financial Advocates Investment Management’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	$2.95M	Sell	11,642 -12,176	-51%	-$3.08M	0.24%	96
2025 Q1	$4.92M	Sell	23,818 -3,858	-14%	-$797K	0.34%	62
2024 Q4	$6.44M	Sell	27,676 -11,469	-29%	-$2.67M	0.37%	59
2024 Q3	$7.01M	Buy	39,145 +12,514	+47%	+$2.24M	0.4%	58
2024 Q2	$6.02M	Sell	26,631 -16,945	-39%	-$3.83M	0.37%	55
2024 Q1	$7.96M	Buy	43,576 +7,043	+19%	+$1.29M	0.46%	51
2023 Q4	$6.63M	Sell	36,533 -13,923	-28%	-$2.53M	0.43%	56
2023 Q3	$6.48M	Buy	50,456 +13,673	+37%	+$1.76M	0.47%	48
2023 Q2	$6.4M	Buy	36,783 +3,495	+10%	+$608K	0.46%	50
2023 Q1	$5.03M	Buy	33,288 +11,680	+54%	+$1.76M	0.36%	58
2022 Q4	$2.69M	Buy	21,608 +1,228	+6%	+$153K	0.2%	125
2022 Q3	$2.42M	Sell	20,380 -1,473	-7%	-$175K	0.2%	127
2022 Q2	$2.78M	Sell	21,853 -37,152	-63%	-$4.72M	0.23%	116
2022 Q1	$9.38M	Buy	59,005 +4,861	+9%	+$773K	0.62%	29
2021 Q4	$9.41M	Buy	54,144 +1,721	+3%	+$299K	0.59%	22
2021 Q3	$7.83M	Sell	52,423 -1,681	-3%	-$251K	0.53%	32
2021 Q2	$7.99M	Sell	54,104 -73	-0.1%	-$10.8K	0.53%	32
2021 Q1	$7.18M	Sell	54,177 -110,952	-67%	-$14.7M	0.51%	32
2020 Q4	$20.9M	Sell	165,129 -22,247	-12%	-$2.82M	1.43%	8
2020 Q3	$21.9M	Buy	187,376 +58,568	+45%	+$6.83M	1.87%	7
2020 Q2	$13.1M	Buy	128,808 +110,426	+601%	+$11.2M	1.24%	9
2020 Q1	$1.48M	Sell	18,382 -18,860	-51%	-$1.52M	0.21%	128
2019 Q4	$3.41M	Buy	37,242 +1,793	+5%	+$164K	0.36%	69
2019 Q3	$2.85M	Buy	35,449 +380	+1%	+$30.5K	0.33%	82
2019 Q2	$2.74M	Sell	35,069 -744	-2%	-$58.1K	0.32%	80
2019 Q1	$2.65M	Sell	35,813 -1,149	-3%	-$85K	0.33%	78
2018 Q4	$2.29M	Sell	36,962 -3,786	-9%	-$235K	0.31%	92
2018 Q3	$3.07M	Buy	40,748 +881	+2%	+$66.4K	0.34%	73
2018 Q2	$2.79M	Buy	39,867 +839	+2%	+$58.8K	0.34%	78
2018 Q1	$2.55M	Buy	39,028 +2,861	+8%	+$187K	0.33%	77
2017 Q4	$2.31M	Buy	+36,167	New	+$2.31M	0.32%	77