HHRDM
H&H Retirement Design & Management’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 | $4.93M | Buy |
18,880
+1,088
| +6% | +$284K | 2.71% | 13 |
|
|
2025
Q1 | $3.34M | Buy |
17,792
+174
| +1% | +$32.7K | 2.23% | 15 |
|
|
2024
Q4 | $4.14M | Sell |
17,618
-117
| -0.7% | -$27.5K | 2.51% | 14 |
|
|
2024
Q3 | $4.06M | Buy |
17,735
+316
| +2% | +$72.3K | 2.39% | 15 |
|
|
2024
Q2 | $3.94M | Buy |
17,419
+35
| +0.2% | +$7.91K | 2.43% | 14 |
|
|
2024
Q1 | $3.38M | Sell |
17,384
-1,277
| -7% | -$248K | 2.23% | 15 |
|
|
2023
Q4 | $3.83M | Sell |
18,661
-3,550
| -16% | -$728K | 2.41% | 14 |
|
|
2023
Q3 | $3.75M | Sell |
22,211
-406
| -2% | -$68.5K | 2.59% | 14 |
|
|
2023
Q2 | $3.99M | Sell |
22,617
-246
| -1% | -$43.4K | 2.65% | 14 |
|
|
2023
Q1 | $3.42M | Buy |
+22,863
| New | +$3.42M | 2.18% | 15 |
|