IAN
Integrated Advisors Network’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 | $18.9M | Buy |
74,490
+3,649
| +5% | +$924K | 0.85% | 16 |
|
|
2025
Q1 | $14.6M | Sell |
70,841
-9,432
| -12% | -$1.95M | 0.74% | 21 |
|
|
2024
Q4 | $18.7M | Buy |
80,273
+12,453
| +18% | +$2.9M | 0.89% | 19 |
|
|
2024
Q3 | $15.3M | Sell |
67,820
-860
| -1% | -$194K | 0.72% | 23 |
|
|
2024
Q2 | $15.5M | Buy |
68,680
+2,777
| +4% | +$628K | 0.8% | 18 |
|
|
2024
Q1 | $13.7M | Buy |
65,903
+8,351
| +15% | +$1.74M | 0.7% | 22 |
|
|
2023
Q4 | $11.1M | Buy |
57,552
+215
| +0.4% | +$41.4K | 0.63% | 28 |
|
|
2023
Q3 | $9.4M | Sell |
57,337
-4,077
| -7% | -$668K | 0.57% | 33 |
|
|
2023
Q2 | $10.7M | Buy |
61,414
+16,159
| +36% | +$2.81M | 0.61% | 30 |
|
|
2023
Q1 | $6.83M | Sell |
45,255
-7,116
| -14% | -$1.07M | 0.41% | 54 |
|
|
2022
Q4 | $6.52M | Buy |
52,371
+20,090
| +62% | +$2.5M | 0.42% | 54 |
|
|
2022
Q3 | $3.83M | Buy |
32,281
+4,630
| +17% | +$550K | 0.26% | 99 |
|
|
2022
Q2 | $3.52M | Sell |
27,651
-30,093
| -52% | -$3.83M | 0.23% | 126 |
|
|
2022
Q1 | $9.18M | Buy |
57,744
+13,501
| +31% | +$2.15M | 0.54% | 39 |
|
|
2021
Q4 | $7.69M | Buy |
44,243
+20,880
| +89% | +$3.63M | 0.45% | 50 |
|
|
2021
Q3 | $3.49M | Buy |
23,363
+8,941
| +62% | +$1.34M | 0.23% | 119 |
|
|
2021
Q2 | $2.13M | Buy |
14,422
+2,417
| +20% | +$357K | 0.16% | 156 |
|
|
2021
Q1 | $1.59M | Buy |
12,005
+308
| +3% | +$40.9K | 0.15% | 155 |
|
|
2020
Q4 | $1.52M | Buy |
11,697
+178
| +2% | +$23.1K | 0.17% | 148 |
|
|
2020
Q3 | $1.34M | Buy |
11,519
+4,199
| +57% | +$490K | 0.17% | 143 |
|
|
2020
Q2 | $765K | Buy |
7,320
+2,448
| +50% | +$256K | 0.09% | 210 |
|
|
2020
Q1 | $392K | Sell |
4,872
-797
| -14% | -$64.1K | 0.08% | 217 |
|
|
2019
Q4 | $520K | Buy |
+5,669
| New | +$520K | 0.07% | 244 |
|