JDM Financial Group’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 | $459K | Buy |
1,814
+207
| +13% | +$52.4K | 0.22% | 37 |
|
|
2025
Q1 | $332K | Hold |
1,607
| – | – | 0.17% | 44 |
|
|
2024
Q4 | $374K | Hold |
1,607
| – | – | 0.19% | 38 |
|
|
2024
Q3 | $363K | Hold |
1,607
| – | – | 0.2% | 36 |
|
|
2024
Q2 | $364K | Hold |
1,607
| – | – | 0.25% | 34 |
|
|
2024
Q1 | $335K | Buy |
1,607
+730
| +83% | +$152K | 0.24% | 32 |
|
|
2023
Q4 | $169K | Hold |
877
| – | – | 0.14% | 40 |
|
|
2023
Q3 | $144K | Hold |
877
| – | – | 0.13% | 40 |
|
|
2023
Q2 | $152K | Hold |
877
| – | – | 0.13% | 45 |
|
|
2023
Q1 | $132K | Buy |
877
+1
| +0.1% | +$151 | 0.12% | 45 |
|
|
2022
Q4 | $109K | Buy |
+876
| New | +$109K | 0.1% | 46 |
|