FFS
Founders Financial Securities’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 | $21.8M | Buy |
86,093
+1,207
| +1% | +$306K | 1.66% | 10 |
|
|
2025
Q1 | $17.7M | Buy |
84,886
+17,754
| +26% | +$3.7M | 1.5% | 14 |
|
|
2024
Q4 | $15.6M | Buy |
67,132
+1,909
| +3% | +$444K | 1.41% | 15 |
|
|
2024
Q3 | $14.7M | Sell |
65,223
-7,633
| -10% | -$1.72M | 1.36% | 16 |
|
|
2024
Q2 | $16.5M | Buy |
72,856
+12,937
| +22% | +$2.93M | 1.56% | 13 |
|
|
2024
Q1 | $12.5M | Buy |
59,919
+7,668
| +15% | +$1.6M | 1.31% | 19 |
|
|
2023
Q4 | $10.1M | Sell |
52,251
-20,949
| -29% | -$4.03M | 1.12% | 23 |
|
|
2023
Q3 | $12M | Buy |
73,200
+20,514
| +39% | +$3.36M | 1.55% | 14 |
|
|
2023
Q2 | $9.16M | Buy |
52,686
+9,485
| +22% | +$1.65M | 1.21% | 20 |
|
|
2023
Q1 | $6.52M | Sell |
43,201
-1,708
| -4% | -$258K | 0.94% | 25 |
|
|
2022
Q4 | $5.59M | Buy |
44,909
+16,605
| +59% | +$2.07M | 0.88% | 22 |
|
|
2022
Q3 | $3.36M | Buy |
28,304
+5,757
| +26% | +$684K | 0.59% | 32 |
|
|
2022
Q2 | $2.87M | Sell |
22,547
-5,742
| -20% | -$730K | 0.56% | 38 |
|
|
2022
Q1 | $4.5M | Buy |
28,289
+1,606
| +6% | +$255K | 0.8% | 27 |
|
|
2021
Q4 | $4.64M | Buy |
26,683
+2,138
| +9% | +$372K | 0.83% | 26 |
|
|
2021
Q3 | $3.67M | Buy |
24,545
+10,172
| +71% | +$1.52M | 0.74% | 25 |
|
|
2021
Q2 | $2.12M | Buy |
14,373
+11,370
| +379% | +$1.68M | 0.42% | 50 |
|
|
2021
Q1 | $399K | Buy |
3,003
+1,165
| +63% | +$155K | 0.09% | 172 |
|
|
2020
Q4 | $239K | Buy |
+1,838
| New | +$239K | 0.06% | 199 |
|