Meridian Financial’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 | $594K | Buy |
2,345
+146
| +7% | +$37K | 0.38% | 54 |
|
|
2025
Q1 | $454K | Sell |
2,199
-35
| -2% | -$7.23K | 0.32% | 60 |
|
|
2024
Q4 | $519K | Sell |
2,234
-125
| -5% | -$29.1K | 0.36% | 55 |
|
|
2024
Q3 | $533K | Hold |
2,359
| – | – | 0.36% | 56 |
|
|
2024
Q2 | $534K | Hold |
2,359
| – | – | 0.39% | 54 |
|
|
2024
Q1 | $491K | Sell |
2,359
-120
| -5% | -$25K | 0.37% | 54 |
|
|
2023
Q4 | $477K | Sell |
2,479
-100
| -4% | -$19.2K | 0.38% | 53 |
|
|
2023
Q3 | $423K | Sell |
2,579
-150
| -5% | -$24.6K | 0.39% | 51 |
|
|
2023
Q2 | $474K | Hold |
2,729
| – | – | 0.43% | 48 |
|
|
2023
Q1 | $412K | Buy |
2,729
+100
| +4% | +$15.1K | 0.4% | 52 |
|
|
2022
Q4 | $327K | Sell |
2,629
-325
| -11% | -$40.4K | 0.34% | 57 |
|
|
2022
Q3 | $351K | Buy |
2,954
+200
| +7% | +$23.8K | 0.41% | 50 |
|
|
2022
Q2 | $350K | Sell |
2,754
-50
| -2% | -$6.36K | 0.39% | 56 |
|
|
2022
Q1 | $446K | Hold |
2,804
| – | – | 0.46% | 46 |
|
|
2021
Q4 | $488K | Buy |
+2,804
| New | +$488K | 0.46% | 46 |
|