Forbes Financial Planning’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 | $3.22M | Sell |
12,697
-4,513
| -26% | -$1.14M | 2.17% | 18 |
|
|
2025
Q1 | $3.55M | Sell |
17,210
-352
| -2% | -$72.7K | 2.63% | 18 |
|
|
2024
Q4 | $4.08M | Sell |
17,562
-101
| -0.6% | -$23.5K | 1.98% | 17 |
|
|
2024
Q3 | $3.99M | Sell |
17,663
-111
| -0.6% | -$25.1K | 2.87% | 17 |
|
|
2024
Q2 | $4.02M | Sell |
17,774
-141
| -0.8% | -$31.9K | 3.16% | 15 |
|
|
2024
Q1 | $3.73M | Sell |
17,915
-459
| -2% | -$95.6K | 3.21% | 15 |
|
|
2023
Q4 | $3.54M | Buy |
18,374
+13
| +0.1% | +$2.5K | 3.29% | 14 |
|
|
2023
Q3 | $3.01M | Sell |
18,361
-413
| -2% | -$67.7K | 3.23% | 13 |
|
|
2023
Q2 | $3.26M | Sell |
18,774
-14
| -0.1% | -$2.43K | 3.15% | 14 |
|
|
2023
Q1 | $2.84M | Sell |
18,788
-4,846
| -21% | -$732K | 2.79% | 15 |
|
|
2022
Q4 | $2.81M | Hold |
23,634
| – | – | 4.08% | 11 |
|
|
2022
Q3 | $2.81M | Sell |
23,634
-763
| -3% | -$90.6K | 4.08% | 11 |
|
|
2022
Q2 | $3.09M | Sell |
24,397
-312
| -1% | -$39.6K | 4.43% | 10 |
|
|
2022
Q1 | $3.91M | Buy |
24,709
+356
| +1% | +$56.3K | 4.87% | 10 |
|
|
2021
Q4 | $4.23M | Buy |
+24,353
| New | +$4.23M | 4.16% | 12 |
|