HFR 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 | – | Sell |
-2,460
| Closed | -$508K | – | 55 |
|
|
2025
Q1 | $508K | Hold |
2,460
| – | – | 0.12% | 39 |
|
|
2024
Q4 | $572K | Hold |
2,460
| – | – | 0.14% | 39 |
|
|
2024
Q3 | $555K | Hold |
2,460
| – | – | 0.13% | 39 |
|
|
2024
Q2 | $556K | Hold |
2,460
| – | – | 0.14% | 40 |
|
|
2024
Q1 | $512K | Hold |
2,460
| – | – | 0.13% | 42 |
|
|
2023
Q4 | $473K | Sell |
2,460
-445
| -15% | -$85.6K | 0.13% | 43 |
|
|
2023
Q3 | $476K | Hold |
2,905
| – | – | 0.14% | 40 |
|
|
2023
Q2 | $505K | Hold |
2,905
| – | – | 0.14% | 40 |
|
|
2023
Q1 | $439K | Hold |
2,905
| – | – | 0.12% | 44 |
|
|
2022
Q4 | $361K | Sell |
2,905
-80
| -3% | -$9.94K | 0.1% | 47 |
|
|
2022
Q3 | $355K | Buy |
2,985
+80
| +3% | +$9.51K | 0.12% | 41 |
|
|
2022
Q2 | $369K | Hold |
2,905
| – | – | 0.11% | 44 |
|
|
2022
Q1 | $462K | Hold |
2,905
| – | – | 0.12% | 43 |
|
|
2021
Q4 | $505K | Hold |
2,905
| – | – | 0.13% | 42 |
|
|
2021
Q3 | $434K | Hold |
2,905
| – | – | 0.13% | 42 |
|
|
2021
Q2 | $429K | Buy |
+2,905
| New | +$429K | 0.13% | 44 |
|