Gries Financial’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
$396K Sell
1,562
-16
-1% -$4.05K 0.07% 190
2025
Q1
$326K Buy
1,578
+16
+1% +$3.3K 0.06% 200
2024
Q4
$363K Sell
1,562
-271
-15% -$63K 0.06% 188
2024
Q3
$414K Buy
1,833
+25
+1% +$5.64K 0.08% 175
2024
Q2
$409K Sell
1,808
-25
-1% -$5.66K 0.08% 157
2024
Q1
$382K Buy
1,833
+25
+1% +$5.21K 0.06% 198
2023
Q4
$348K Hold
1,808
0.08% 159
2023
Q3
$296K Buy
+1,808
New +$296K 0.08% 154