M3 Advisory 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 | $2.06M | Buy |
8,150
+145
| +2% | +$36.7K | 1.43% | 17 |
|
|
2025
Q1 | $1.65M | Buy |
8,005
+103
| +1% | +$21.3K | 1.31% | 20 |
|
|
2024
Q4 | $1.84M | Sell |
7,902
-55
| -0.7% | -$12.8K | 1.32% | 18 |
|
|
2024
Q3 | $1.8M | Buy |
7,957
+531
| +7% | +$120K | 1.32% | 20 |
|
|
2024
Q2 | $1.68M | Buy |
7,426
+1,316
| +22% | +$298K | 1.38% | 20 |
|
|
2024
Q1 | $1.27M | Buy |
6,110
+925
| +18% | +$193K | 1.15% | 21 |
|
|
2023
Q4 | $998K | Buy |
+5,185
| New | +$998K | 1.17% | 23 |
|