FSA
Financial Services Advisory’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 | $5.51M | Buy |
21,760
+17,998
| +478% | +$4.56M | 2.66% | 11 |
|
|
2025
Q1 | $777K | Buy |
+3,762
| New | +$777K | 0.29% | 38 |
|
|
2024
Q3 | – | Sell |
-6,824
| Closed | -$1.54M | – | 68 |
|
|
2024
Q2 | $1.54M | Buy |
6,824
+3,902
| +134% | +$883K | 0.42% | 31 |
|
|
2024
Q1 | $609K | Sell |
2,922
-3,053
| -51% | -$636K | 0.15% | 48 |
|
|
2023
Q4 | $1.15M | Buy |
5,975
+2,628
| +79% | +$506K | 0.33% | 39 |
|
|
2023
Q3 | $549K | Sell |
3,347
-13,182
| -80% | -$2.16M | 0.27% | 39 |
|
|
2023
Q2 | $2.87M | Buy |
16,529
+8,362
| +102% | +$1.45M | 1.19% | 17 |
|
|
2023
Q1 | $1.23M | Buy |
+8,167
| New | +$1.23M | 0.81% | 21 |
|
|
2022
Q1 | – | Sell |
-4,546
| Closed | -$790K | – | 53 |
|
|
2021
Q4 | $790K | Buy |
+4,546
| New | +$790K | 0.25% | 36 |
|