Marks Wealth’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 | $38.8M | Buy |
+153,025
| New | +$38.8M | 12.57% | 4 |
|
|
2025
Q1 | – | Sell |
-140,892
| Closed | -$32.8M | – | 24 |
|
|
2024
Q4 | $32.8M | Buy |
140,892
+12,229
| +10% | +$2.84M | 15.77% | 3 |
|
|
2024
Q3 | $29M | Buy |
128,663
+59,041
| +85% | +$13.3M | 12.47% | 2 |
|
|
2024
Q2 | $15.8M | Buy |
+69,622
| New | +$15.8M | 6.95% | 4 |
|