Mather 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
$1.28M Buy
5,048
+1,529
+43% +$387K 0.01% 239
2025
Q1
$727K Buy
3,519
+1,163
+49% +$240K 0.01% 296
2024
Q4
$548K Buy
2,356
+95
+4% +$22.1K 0.01% 341
2024
Q3
$510K Sell
2,261
-353
-14% -$79.7K 0.01% 360
2024
Q2
$544K Buy
2,614
+1,828
+233% +$381K 0.01% 396
2024
Q1
$151K Buy
+786
New +$151K ﹤0.01% 598