IFWM
Institute for Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
21,622
+223
| +1% | +$56.5K | 0.61% | 31 |
|
|
2025
Q1 | $4.42M | Buy |
21,399
+379
| +2% | +$78.3K | 0.57% | 35 |
|
|
2024
Q4 | $4.89M | Buy |
21,020
+159
| +0.8% | +$37K | 0.61% | 29 |
|
|
2024
Q3 | $4.71M | Buy |
20,861
+67
| +0.3% | +$15.1K | 0.59% | 29 |
|
|
2024
Q2 | $4.7M | Buy |
20,794
+47
| +0.2% | +$10.6K | 0.63% | 27 |
|
|
2024
Q1 | $4.32M | Sell |
20,747
-75
| -0.4% | -$15.6K | 0.56% | 31 |
|
|
2023
Q4 | $4.01M | Buy |
20,822
+249
| +1% | +$47.9K | 0.65% | 30 |
|
|
2023
Q3 | $3.37M | Sell |
20,573
-317
| -2% | -$52K | 0.61% | 33 |
|
|
2023
Q2 | $3.63M | Sell |
20,890
-487
| -2% | -$84.7K | 0.61% | 27 |
|
|
2023
Q1 | $3.23M | Sell |
21,377
-393
| -2% | -$59.3K | 0.62% | 32 |
|
|
2022
Q4 | $2.71M | Buy |
21,770
+1,451
| +7% | +$181K | 0.57% | 36 |
|
|
2022
Q3 | $2.41M | Buy |
20,319
+82
| +0.4% | +$9.74K | 0.54% | 38 |
|
|
2022
Q2 | $2.57M | Sell |
20,237
-540
| -3% | -$68.6K | 0.51% | 38 |
|
|
2022
Q1 | $3.3M | Buy |
20,777
+225
| +1% | +$35.8K | 0.53% | 36 |
|
|
2021
Q4 | $3.57M | Buy |
20,552
+334
| +2% | +$58.1K | 0.58% | 30 |
|
|
2021
Q3 | $3.02M | Buy |
20,218
+483
| +2% | +$72.1K | 0.53% | 38 |
|
|
2021
Q2 | $2.91M | Buy |
19,735
+166
| +0.8% | +$24.5K | 0.51% | 41 |
|
|
2021
Q1 | $2.6M | Buy |
19,569
+334
| +2% | +$44.4K | 0.49% | 48 |
|
|
2020
Q4 | $2.5M | Buy |
19,235
+396
| +2% | +$51.5K | 0.5% | 42 |
|
|
2020
Q3 | $2.2M | Sell |
18,839
-670
| -3% | -$78.2K | 0.5% | 39 |
|
|
2020
Q2 | $2.04M | Buy |
19,509
+14
| +0.1% | +$1.46K | 0.5% | 39 |
|
|
2020
Q1 | $1.57M | Sell |
19,495
-524
| -3% | -$42.1K | 0.48% | 44 |
|
|
2019
Q4 | $1.84M | Sell |
20,019
-541
| -3% | -$49.6K | 0.41% | 50 |
|
|
2019
Q3 | $1.66M | Sell |
20,560
-6
| -0% | -$483 | 0.42% | 52 |
|
|
2019
Q2 | $1.61M | Sell |
20,566
-119
| -0.6% | -$9.29K | 0.36% | 65 |
|
|
2019
Q1 | $1.53M | Buy |
20,685
+2,998
| +17% | +$222K | 0.33% | 68 |
|
|
2018
Q4 | $1.1M | Sell |
17,687
-11,342
| -39% | -$703K | 0.45% | 67 |
|
|
2018
Q3 | $2.18M | Sell |
29,029
-3,271
| -10% | -$245K | 0.73% | 32 |
|
|
2018
Q2 | $2.24M | Sell |
32,300
-2,755
| -8% | -$191K | 0.71% | 37 |
|
|
2018
Q1 | $2.3M | Sell |
35,055
-21,201
| -38% | -$1.39M | 0.68% | 31 |
|
|
2017
Q4 | $3.63M | Buy |
56,256
+16,633
| +42% | +$1.07M | 0.84% | 16 |
|
|
2017
Q3 | $2.34M | Sell |
39,623
-1,898
| -5% | -$112K | 0.76% | 30 |
|
|
2017
Q2 | $2.27M | Buy |
+41,521
| New | +$2.27M | 0.62% | 29 |
|
|
2015
Q4 | $2.67M | Buy |
62,214
+19,420
| +45% | +$832K | 3.98% | 6 |
|
|
2015
Q3 | $1.69M | Sell |
42,794
-26,271
| -38% | -$1.04M | 3.21% | 14 |
|
|
2015
Q2 | $2.86M | Sell |
69,065
-10,658
| -13% | -$441K | 3.69% | 10 |
|
|
2015
Q1 | $3.3M | Sell |
79,723
-3,975
| -5% | -$165K | 3.63% | 6 |
|
|
2014
Q4 | $3.46M | Buy |
83,698
+50,078
| +149% | +$2.07M | 3.64% | 6 |
|
|
2014
Q3 | $1.34M | Sell |
33,620
-3,437
| -9% | -$137K | 1.27% | 22 |
|
|
2014
Q2 | $1.42M | Buy |
37,057
+575
| +2% | +$22K | 1.23% | 22 |
|
|
2014
Q1 | $1.33M | Sell |
36,482
-70,482
| -66% | -$2.56M | 1.14% | 25 |
|
|
2013
Q4 | $3.82M | Buy |
106,964
+28,070
| +36% | +$1M | 2.75% | 11 |
|
|
2013
Q3 | $2.53M | Sell |
78,894
-17,573
| -18% | -$563K | 1.74% | 23 |
|
|
2013
Q2 | $2.95M | Buy |
+96,467
| New | +$2.95M | 2.37% | 15 |
|