IAM Advisory’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 | $1.63M | Hold |
6,444
| – | – | 0.39% | 43 |
|
|
2025
Q1 | $1.33M | Buy |
6,444
+77
| +1% | +$15.9K | 0.35% | 51 |
|
|
2024
Q4 | $1.48M | Sell |
6,367
-118
| -2% | -$27.4K | 0.38% | 49 |
|
|
2024
Q3 | $1.46M | Sell |
6,485
-19
| -0.3% | -$4.29K | 0.37% | 50 |
|
|
2024
Q2 | $1.47M | Buy |
6,504
+234
| +4% | +$52.9K | 0.4% | 50 |
|
|
2024
Q1 | $1.31M | Sell |
6,270
-153
| -2% | -$31.9K | 0.36% | 50 |
|
|
2023
Q4 | $1.24M | Buy |
6,423
+5,037
| +363% | +$970K | 0.39% | 41 |
|
|
2023
Q3 | $227K | Buy |
1,386
+3
| +0.2% | +$492 | 0.08% | 86 |
|
|
2023
Q2 | $241K | Buy |
1,383
+3
| +0.2% | +$522 | 0.08% | 80 |
|
|
2023
Q1 | $208K | Buy |
+1,380
| New | +$208K | 0.07% | 87 |
|