Means Investment Company’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 | $350K | Sell |
1,380
-16
| -1% | -$4.05K | 0.03% | 151 |
|
|
2025
Q1 | $288K | Sell |
1,396
-394
| -22% | -$81.3K | 0.03% | 158 |
|
|
2024
Q4 | $416K | Buy |
1,790
+33
| +2% | +$7.67K | 0.04% | 144 |
|
|
2024
Q3 | $397K | Sell |
1,757
-78
| -4% | -$17.6K | 0.04% | 146 |
|
|
2024
Q2 | $415K | Sell |
1,835
-42
| -2% | -$9.5K | 0.05% | 134 |
|
|
2024
Q1 | $391K | Sell |
1,877
-79
| -4% | -$16.5K | 0.05% | 140 |
|
|
2023
Q4 | $376K | Sell |
1,956
-529
| -21% | -$102K | 0.05% | 141 |
|
|
2023
Q3 | $407K | Buy |
2,485
+159
| +7% | +$26.1K | 0.07% | 133 |
|
|
2023
Q2 | $404K | Sell |
2,326
-1
| -0% | -$174 | 0.06% | 133 |
|
|
2023
Q1 | $351K | Sell |
2,327
-44
| -2% | -$6.64K | 0.06% | 143 |
|
|
2022
Q4 | $295K | Buy |
+2,371
| New | +$295K | 0.06% | 156 |
|