M.E. Allison & Co’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
$1.31M Buy
5,189
+1,206
+30% +$305K 1.06% 25
2025
Q1
$822K Buy
3,983
+89
+2% +$18.4K 0.81% 31
2024
Q4
$905K Buy
+3,894
New +$905K 1% 25