HB 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 | $5.53M | Sell |
21,834
-4,773
| -18% | -$1.21M | 0.04% | 211 |
|
|
2025
Q1 | $5.49M | Sell |
26,607
-5,255
| -16% | -$1.09M | 0.05% | 211 |
|
|
2024
Q4 | $7.41M | Sell |
31,862
-201
| -0.6% | -$46.7K | 0.08% | 123 |
|
|
2024
Q3 | $7.24M | Buy |
32,063
+1,474
| +5% | +$333K | 0.08% | 126 |
|
|
2024
Q2 | $6.92M | Buy |
30,589
+7,471
| +32% | +$1.69M | 0.08% | 117 |
|
|
2024
Q1 | $4.81M | Buy |
23,118
+563
| +2% | +$117K | 0.06% | 155 |
|
|
2023
Q4 | $4.34M | Sell |
22,555
-282
| -1% | -$54.3K | 0.06% | 150 |
|
|
2023
Q3 | $3.74M | Buy |
22,837
+1,604
| +8% | +$263K | 0.06% | 149 |
|
|
2023
Q2 | $3.69M | Buy |
21,233
+78
| +0.4% | +$13.6K | 0.06% | 149 |
|
|
2023
Q1 | $3.19M | Sell |
21,155
-7,535
| -26% | -$1.14M | 0.06% | 155 |
|
|
2022
Q4 | $3.57M | Sell |
28,690
-115
| -0.4% | -$14.3K | 0.07% | 140 |
|
|
2022
Q3 | $3.42M | Buy |
28,805
+9,407
| +48% | +$1.12M | 0.07% | 131 |
|
|
2022
Q2 | $2.47M | Buy |
19,398
+350
| +2% | +$44.5K | 0.05% | 155 |
|
|
2022
Q1 | $3.03M | Buy |
19,048
+602
| +3% | +$95.7K | 0.06% | 142 |
|
|
2021
Q4 | $3.21M | Buy |
+18,446
| New | +$3.21M | 0.06% | 118 |
|