HTG Investment Advisors’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 | $846K | Buy |
3,339
+415
| +14% | +$105K | 0.31% | 35 |
|
|
2025
Q1 | $604K | Sell |
2,924
-403
| -12% | -$83.2K | 0.25% | 39 |
|
|
2024
Q4 | $774K | Sell |
3,327
-8
| -0.2% | -$1.86K | 0.35% | 34 |
|
|
2024
Q3 | $753K | Buy |
3,335
+8
| +0.2% | +$1.81K | 0.36% | 33 |
|
|
2024
Q2 | $753K | Hold |
3,327
| – | – | 0.41% | 34 |
|
|
2024
Q1 | $693K | Hold |
3,327
| – | – | 0.4% | 34 |
|
|
2023
Q4 | $640K | Hold |
3,327
| – | – | 0.42% | 32 |
|
|
2023
Q3 | $545K | Hold |
3,327
| – | – | 0.44% | 31 |
|
|
2023
Q2 | $578K | Hold |
3,327
| – | – | 0.48% | 31 |
|
|
2023
Q1 | $502K | Sell |
3,327
-263
| -7% | -$39.7K | 0.46% | 30 |
|
|
2022
Q4 | $447K | Buy |
+3,590
| New | +$447K | 0.45% | 32 |
|