Modern 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 | $13.4M | Buy |
52,902
+47,007
| +797% | +$11.9M | 0.33% | 75 |
|
|
2025
Q1 | $1.22M | Sell |
5,895
-13,098
| -69% | -$2.7M | 0.04% | 280 |
|
|
2024
Q4 | $4.42M | Buy |
18,993
+4,083
| +27% | +$949K | 0.16% | 120 |
|
|
2024
Q3 | $3.37M | Buy |
14,910
+2,372
| +19% | +$536K | 0.21% | 83 |
|
|
2024
Q2 | $2.84M | Buy |
12,538
+1,377
| +12% | +$312K | 0.21% | 66 |
|
|
2024
Q1 | $2.32M | Buy |
11,161
+9,845
| +748% | +$2.05M | 0.22% | 65 |
|
|
2023
Q4 | $253K | Buy |
+1,316
| New | +$253K | 0.03% | 164 |
|