Key Financial Inc’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 | $131K | Buy |
516
+8
| +2% | +$2.03K | 0.03% | 341 |
|
|
2025
Q1 | $105K | Hold |
508
| – | – | 0.02% | 350 |
|
|
2024
Q4 | $118K | Hold |
508
| – | – | 0.03% | 325 |
|
|
2024
Q3 | $115K | Hold |
508
| – | – | 0.03% | 332 |
|
|
2024
Q2 | $115K | Hold |
508
| – | – | 0.03% | 317 |
|
|
2024
Q1 | $106K | Hold |
508
| – | – | 0.03% | 314 |
|
|
2023
Q4 | $97.8K | Sell |
508
-75
| -13% | -$14.4K | 0.03% | 315 |
|
|
2023
Q3 | $95.6K | Hold |
583
| – | – | 0.03% | 304 |
|
|
2023
Q2 | $101K | Hold |
583
| – | – | 0.03% | 291 |
|
|
2023
Q1 | $88K | Buy |
583
+87
| +18% | +$13.1K | 0.03% | 314 |
|
|
2022
Q4 | $58.9K | Hold |
496
| – | – | 0.03% | 335 |
|
|
2022
Q3 | $59K | Buy |
496
+92
| +23% | +$10.9K | 0.03% | 339 |
|
|
2022
Q2 | $51K | Sell |
404
-957
| -70% | -$121K | 0.03% | 360 |
|
|
2022
Q1 | $216K | Buy |
1,361
+1,000
| +277% | +$159K | 0.11% | 153 |
|
|
2021
Q4 | $63K | Hold |
361
| – | – | 0.03% | 316 |
|
|
2021
Q3 | $54K | Hold |
361
| – | – | 0.03% | 338 |
|
|
2021
Q2 | $55K | Hold |
361
| – | – | 0.03% | 344 |
|
|
2021
Q1 | $48K | Hold |
361
| – | – | 0.03% | 282 |
|
|
2020
Q4 | $47K | Buy |
+361
| New | +$47K | 0.04% | 253 |
|
|
2020
Q2 | – | Sell |
-161
| Closed | -$13K | – | 664 |
|
|
2020
Q1 | $13K | Buy |
+161
| New | +$13K | 0.01% | 379 |
|