Financial & Tax Architects’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 | $980K | Buy |
3,870
+94
| +2% | +$23.8K | 0.24% | 58 |
|
|
2025
Q1 | $780K | Buy |
3,776
+676
| +22% | +$140K | 0.2% | 69 |
|
|
2024
Q4 | $721K | Buy |
3,100
+304
| +11% | +$70.7K | 0.18% | 63 |
|
|
2024
Q3 | $631K | Sell |
2,796
-393
| -12% | -$88.7K | 0.16% | 65 |
|
|
2024
Q2 | $721K | Sell |
3,189
-163
| -5% | -$36.9K | 0.19% | 57 |
|
|
2024
Q1 | $698K | Sell |
3,352
-468
| -12% | -$97.5K | 0.19% | 62 |
|
|
2023
Q4 | $735K | Sell |
3,820
-784
| -17% | -$151K | 0.22% | 58 |
|
|
2023
Q3 | $755K | Sell |
4,604
-607
| -12% | -$99.5K | 0.23% | 58 |
|
|
2023
Q2 | $906K | Sell |
5,211
-1,510
| -22% | -$263K | 0.28% | 48 |
|
|
2023
Q1 | $1.01M | Buy |
+6,721
| New | +$1.01M | 0.33% | 46 |
|
|
2022
Q1 | – | Sell |
-7,505
| Closed | -$1.3M | – | 107 |
|
|
2021
Q4 | $1.3M | Buy |
7,505
+1,003
| +15% | +$174K | 0.53% | 51 |
|
|
2021
Q3 | $971K | Buy |
6,502
+1,558
| +32% | +$233K | 0.44% | 51 |
|
|
2021
Q2 | $730K | Buy |
4,944
+986
| +25% | +$146K | 0.36% | 59 |
|
|
2021
Q1 | $526K | Buy |
+3,958
| New | +$526K | 0.29% | 66 |
|