Long Island Wealth Management’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 | $415K | Buy |
1,637
+546
| +50% | +$138K | 0.22% | 62 |
|
|
2025
Q1 | $225K | Hold |
1,091
| – | – | 0.14% | 72 |
|
|
2024
Q4 | $254K | Hold |
1,091
| – | – | 0.16% | 67 |
|
|
2024
Q3 | $246K | Hold |
1,091
| – | – | 0.16% | 64 |
|
|
2024
Q2 | $247K | Hold |
1,091
| – | – | 0.17% | 67 |
|
|
2024
Q1 | $227K | Hold |
1,091
| – | – | 0.16% | 70 |
|
|
2023
Q4 | $210K | Buy |
+1,091
| New | +$210K | 0.15% | 72 |
|