KKM Financial’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
$5.02M Buy
19,372
+624
+3% +$162K 1.75% 11
2025
Q1
$4.01M Buy
18,748
+173
+0.9% +$37K 1.7% 9
2024
Q4
$4.3M Buy
18,575
+12,330
+197% +$2.85M 1.79% 9
2024
Q3
$1.41M Sell
6,245
-10,837
-63% -$2.45M 0.7% 52
2024
Q2
$3.51M Buy
17,082
+673
+4% +$138K 1.66% 12
2024
Q1
$3.42M Buy
16,409
+12,807
+356% +$2.67M 1.67% 11
2023
Q4
$693K Buy
+3,602
New +$693K 0.44% 64