Midland Wealth Advisors’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 | $852K | Hold |
3,364
| – | – | 0.05% | 83 |
|
|
2025
Q1 | $695K | Buy |
3,364
+761
| +29% | +$157K | 0.04% | 101 |
|
|
2024
Q4 | $605K | Hold |
2,603
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $588K | Sell |
2,603
-1,147
| -31% | -$259K | 0.03% | 125 |
|
|
2024
Q2 | $848K | Hold |
3,750
| – | – | 0.05% | 102 |
|
|
2024
Q1 | $781K | Buy |
3,750
+79
| +2% | +$16.5K | 0.05% | 107 |
|
|
2023
Q4 | $707K | Buy |
+3,671
| New | +$707K | 0.05% | 112 |
|