IMZ 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 | $62.9M | Sell |
241,071
-1,025
| -0.4% | -$267K | 25.17% | 1 |
|
|
2025
Q1 | $50M | Buy |
242,096
+14,186
| +6% | +$2.93M | 22.67% | 1 |
|
|
2024
Q4 | $53M | Buy |
227,910
+1,765
| +0.8% | +$410K | 24.18% | 1 |
|
|
2024
Q3 | $50.9M | Buy |
226,145
+25,072
| +12% | +$5.65M | 23.57% | 1 |
|
|
2024
Q2 | $45.5M | Buy |
201,073
+11,037
| +6% | +$2.5M | 22.7% | 1 |
|
|
2024
Q1 | $39.6M | Buy |
190,036
+1,565
| +0.8% | +$326K | 20.41% | 1 |
|
|
2023
Q4 | $38.2M | Buy |
+188,471
| New | +$38.2M | 20.58% | 1 |
|