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