HPIA
Hamilton Point Investment Advisors’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 | $219K | Hold |
866
| – | – | 0.04% | 123 |
|
|
2025
Q1 | $179K | Sell |
866
-24
| -3% | -$4.96K | 0.03% | 122 |
|
|
2024
Q4 | $207K | Buy |
890
+24
| +3% | +$5.58K | 0.04% | 122 |
|
|
2024
Q3 | $196K | Hold |
866
| – | – | 0.03% | 120 |
|
|
2024
Q2 | $196K | Hold |
866
| – | – | 0.04% | 114 |
|
|
2024
Q1 | $180K | Hold |
866
| – | – | 0.03% | 117 |
|
|
2023
Q4 | $167K | Hold |
866
| – | – | 0.03% | 122 |
|
|
2023
Q3 | $142K | Hold |
866
| – | – | 0.04% | 116 |
|
|
2023
Q2 | $151K | Hold |
866
| – | – | 0.04% | 120 |
|
|
2023
Q1 | $131K | Buy |
+866
| New | +$131K | 0.03% | 116 |
|