Gilliland Jeter Wealth Management’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 | $1.79M | Hold |
7,076
| – | – | 0.58% | 43 |
|
2025
Q1 | $1.46M | Buy |
7,076
+85
| +1% | +$17.6K | 0.52% | 50 |
|
2024
Q4 | $1.63M | Hold |
6,991
| – | – | 0.55% | 45 |
|
2024
Q3 | $1.58M | Hold |
6,991
| – | – | 0.51% | 48 |
|
2024
Q2 | $1.58M | Buy |
6,991
+1
| +0% | +$226 | 0.53% | 48 |
|
2024
Q1 | $1.46M | Sell |
6,990
-94
| -1% | -$19.6K | 0.51% | 51 |
|
2023
Q4 | $1.36M | Buy |
+7,084
| New | +$1.36M | 0.56% | 49 |
|