Insight 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 | $558K | Sell |
2,205
-151
| -6% | -$38.2K | 0.09% | 140 |
|
|
2025
Q1 | $487K | Sell |
2,356
-53
| -2% | -$10.9K | 0.08% | 149 |
|
|
2024
Q4 | $565K | Buy |
2,409
+89
| +4% | +$20.9K | 0.1% | 139 |
|
|
2024
Q3 | $524K | Buy |
2,320
+309
| +15% | +$69.8K | 0.09% | 154 |
|
|
2024
Q2 | $455K | Buy |
2,011
+331
| +20% | +$74.9K | 0.08% | 162 |
|
|
2024
Q1 | $350K | Buy |
1,680
+380
| +29% | +$79.2K | 0.07% | 209 |
|
|
2023
Q4 | $250K | Buy |
1,300
+54
| +4% | +$10.4K | 0.05% | 240 |
|
|
2023
Q3 | $204K | Sell |
1,246
-94
| -7% | -$15.4K | 0.05% | 259 |
|
|
2023
Q2 | $233K | Sell |
1,340
-155
| -10% | -$26.9K | 0.05% | 251 |
|
|
2023
Q1 | $226K | Buy |
+1,495
| New | +$226K | 0.05% | 272 |
|
|
2022
Q4 | – | Sell |
-1,934
| Closed | -$230K | – | 328 |
|
|
2022
Q3 | $230K | Buy |
1,934
+1
| +0.1% | +$119 | 0.09% | 251 |
|
|
2022
Q2 | $285K | Sell |
1,933
-331
| -15% | -$48.8K | 0.1% | 235 |
|
|
2022
Q1 | $360K | Sell |
2,264
-377
| -14% | -$59.9K | 0.11% | 224 |
|
|
2021
Q4 | $459K | Buy |
2,641
+166
| +7% | +$28.9K | 0.14% | 180 |
|
|
2021
Q3 | $411K | Sell |
2,475
-100
| -4% | -$16.6K | 0.12% | 204 |
|
|
2021
Q2 | $394K | Buy |
2,575
+106
| +4% | +$16.2K | 0.12% | 201 |
|
|
2021
Q1 | $345K | Sell |
2,469
-64
| -3% | -$8.94K | 0.11% | 235 |
|
|
2020
Q4 | $329K | Buy |
+2,533
| New | +$329K | 0.12% | 193 |
|