Financial Engines 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 | $5.9M | Buy |
23,307
+1,420
| +6% | +$360K | 0.01% | 131 |
|
|
2025
Q1 | $4.52M | Sell |
21,887
-127
| -0.6% | -$26.2K | 0.01% | 137 |
|
|
2024
Q4 | $5.12M | Buy |
22,014
+1,472
| +7% | +$342K | 0.01% | 135 |
|
|
2024
Q3 | $4.64M | Sell |
20,542
-1,140
| -5% | -$257K | 0.01% | 124 |
|
|
2024
Q2 | $4.91M | Buy |
21,682
+5,354
| +33% | +$1.21M | 0.01% | 123 |
|
|
2024
Q1 | $3.4M | Sell |
16,328
-243
| -1% | -$50.6K | 0.01% | 132 |
|
|
2023
Q4 | $3.19M | Sell |
16,571
-3,652
| -18% | -$703K | 0.01% | 119 |
|
|
2023
Q3 | $3.32M | Sell |
20,223
-4,573
| -18% | -$750K | 0.01% | 100 |
|
|
2023
Q2 | $4.31M | Sell |
24,796
-6,104
| -20% | -$1.06M | 0.01% | 92 |
|
|
2023
Q1 | $4.67M | Sell |
30,900
-15,251
| -33% | -$2.3M | 0.01% | 93 |
|
|
2022
Q4 | $5.74M | Sell |
46,151
-57,977
| -56% | -$7.21M | 0.02% | 91 |
|
|
2022
Q3 | $12.4M | Sell |
104,128
-7,022
| -6% | -$834K | 0.04% | 70 |
|
|
2022
Q2 | $14.1M | Sell |
111,150
-2,251
| -2% | -$286K | 0.04% | 66 |
|
|
2022
Q1 | $18M | Buy |
+113,401
| New | +$18M | 0.05% | 59 |
|
|
2021
Q1 | – | Sell |
-1,804
| Closed | -$235K | – | 277 |
|
|
2020
Q4 | $235K | Sell |
1,804
-3,511
| -66% | -$457K | ﹤0.01% | 235 |
|
|
2020
Q3 | $620K | Sell |
5,315
-208
| -4% | -$24.3K | ﹤0.01% | 146 |
|
|
2020
Q2 | $577K | Buy |
5,523
+1,440
| +35% | +$150K | ﹤0.01% | 129 |
|
|
2020
Q1 | $328K | Buy |
+4,083
| New | +$328K | ﹤0.01% | 127 |
|