Focus Partners Wealth’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 | $413M | Buy |
1,629,679
+232,701
| +17% | +$58.9M | 0.89% | 24 |
|
|
2025
Q1 | $288M | Buy |
1,396,978
+88,113
| +7% | +$18.2M | 0.72% | 29 |
|
|
2024
Q4 | $304M | Buy |
1,308,865
+243,163
| +23% | +$56.5M | 0.79% | 23 |
|
|
2024
Q3 | $240M | Sell |
1,065,702
-15,279
| -1% | -$3.45M | 0.77% | 22 |
|
|
2024
Q2 | $245M | Buy |
1,080,981
+782,078
| +262% | +$177M | 0.82% | 22 |
|
|
2024
Q1 | $62.3M | Buy |
298,903
+151,700
| +103% | +$31.6M | 0.51% | 43 |
|
|
2023
Q4 | $28.3M | Buy |
+147,203
| New | +$28.3M | 0.37% | 71 |
|