First Trust Investment Solutions’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
2024
Q3
$12.8M Buy
56,562
+4,465
+9% +$1.01M 1.44% 10
2024
Q2
$11.8M Sell
52,097
-7,144
-12% -$1.62M 1.66% 8
2024
Q1
$12.3M Buy
59,241
+2,392
+4% +$498K 2.17% 5
2023
Q4
$10.9M Buy
+56,849
New +$10.9M 2.27% 6