Money Concepts Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.3M	Sell	122,485 -915	-0.7%	-$129K	0.9%	20
2025 Q4	$17.8M	Sell	123,400 -3,130	-2%	-$452K	1%	16
2025 Q3	$17.8M	Sell	126,530 -19,568	-13%	-$2.59M	1.1%	15
2025 Q2	$18.5M	Buy	146,098 +21,528	+17%	+$2.39M	1.24%	13
2025 Q1	$12.9M	Buy	124,570 +1,034	+0.8%	+$117K	0.96%	14
2024 Q4	$14.4M	Sell	123,536 -1,492	-1%	-$174K	1.07%	16
2024 Q3	$14.1M	Buy	125,028 +292	+0.2%	+$32.1K	1.07%	18
2024 Q2	$14.1M	Buy	124,736 +7,346	+6%	+$773K	1.19%	18
2024 Q1	$12.2M	Buy	117,390 +2,418	+2%	+$245K	1.13%	18
2023 Q4	$11.1M	Buy	114,972 +8,654	+8%	+$770K	1.03%	20
2023 Q3	$9.08M	Buy	106,318 +2,362	+2%	+$203K	0.95%	25
2023 Q2	$9.04M	Sell	103,956 -1,048,072	-91%	-$82.6M	0.92%	32
2023 Q1	$12.7M	Buy	1,152,028 +958,696	+496%	+$66M	0.71%	42
2022 Q4	$12M	Buy	193,332 +93,214	+93%	+$5.92M	0.54%	47
2022 Q3	$5.95M	Buy	100,118 +3,764	+4%	+$257K	0.35%	62
2022 Q2	$6.14M	Sell	96,354 -66,432	-41%	-$4.63M	0.55%	41
2022 Q1	$12.9M	Buy	162,786 +61,514	+61%	+$4.83M	0.73%	23
2021 Q4	$8.8M	Buy	+101,272	New	+$8.34M	0.74%	27
2021 Q1	$7.29M	Sell	109,732 -2,458	-2%	-$162K	0.58%	41
2020 Q4	$7.29M	Buy	+112,190	New	+$6.83M	0.67%	36