Massachusetts 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 | $10.3M | Buy |
40,508
+1,029
| +3% | +$261K | 5.79% | 1 |
|
|
2025
Q1 | $8.15M | Buy |
39,479
+475
| +1% | +$98.1K | 5.59% | 1 |
|
|
2024
Q4 | $9.07M | Buy |
39,004
+1,596
| +4% | +$371K | 5.6% | 1 |
|
|
2024
Q3 | $8.45M | Buy |
37,408
+317
| +0.9% | +$71.6K | 5.32% | 1 |
|
|
2024
Q2 | $8.39M | Buy |
37,091
+4,840
| +15% | +$1.09M | 5.63% | 1 |
|
|
2024
Q1 | $6.72M | Buy |
32,251
+1,413
| +5% | +$294K | 4.73% | 1 |
|
|
2023
Q4 | $5.94M | Buy |
30,838
+2,720
| +10% | +$524K | 4.79% | 1 |
|
|
2023
Q3 | $4.61M | Buy |
28,118
+990
| +4% | +$162K | 4.23% | 1 |
|
|
2023
Q2 | $4.72M | Buy |
27,128
+3,463
| +15% | +$602K | 4.51% | 1 |
|
|
2023
Q1 | $3.57M | Buy |
23,665
+14,175
| +149% | +$2.14M | 3.69% | 2 |
|
|
2022
Q4 | $1.29M | Buy |
+9,490
| New | +$1.29M | 1.25% | 35 |
|