MBE 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 | $293K | Hold |
1,156
| – | – | 0.13% | 98 |
|
|
2025
Q1 | $239K | Hold |
1,156
| – | – | 0.11% | 106 |
|
|
2024
Q4 | $269K | Hold |
1,156
| – | – | 0.15% | 74 |
|
|
2024
Q3 | $261K | Hold |
1,156
| – | – | 0.14% | 76 |
|
|
2024
Q2 | $262K | Hold |
1,156
| – | – | 0.16% | 72 |
|
|
2024
Q1 | $241K | Hold |
1,156
| – | – | 0.15% | 75 |
|
|
2023
Q4 | $223K | Buy |
+1,156
| New | +$223K | 0.11% | 79 |
|
|
2023
Q3 | – | Sell |
-1,156
| Closed | -$201K | – | 92 |
|
|
2023
Q2 | $201K | Buy |
+1,156
| New | +$201K | 0.11% | 72 |
|
|
2022
Q1 | – | Sell |
-1,156
| Closed | -$201K | – | 74 |
|
|
2021
Q4 | $201K | Buy |
+1,156
| New | +$201K | 0.1% | 64 |
|
|
2020
Q2 | – | Sell |
-1,209
| Closed | -$97K | – | 541 |
|
|
2020
Q1 | $97K | Buy |
+1,209
| New | +$97K | 0.09% | 73 |
|