Money Concepts Capital’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 | $18.5M | Buy |
73,049
+10,764
| +17% | +$2.73M | 1.24% | 13 |
|
2025
Q1 | $12.9M | Buy |
62,285
+517
| +0.8% | +$107K | 0.96% | 14 |
|
2024
Q4 | $14.4M | Sell |
61,768
-746
| -1% | -$173K | 1.07% | 16 |
|
2024
Q3 | $14.1M | Buy |
62,514
+146
| +0.2% | +$33K | 1.07% | 18 |
|
2024
Q2 | $14.1M | Buy |
62,368
+3,673
| +6% | +$831K | 1.19% | 18 |
|
2024
Q1 | $12.2M | Buy |
58,695
+1,209
| +2% | +$252K | 1.13% | 18 |
|
2023
Q4 | $11.1M | Buy |
57,486
+4,327
| +8% | +$833K | 1.03% | 20 |
|
2023
Q3 | $9.08M | Buy |
53,159
+1,181
| +2% | +$202K | 0.95% | 25 |
|
2023
Q2 | $9.04M | Sell |
51,978
-524,036
| -91% | -$91.1M | 0.92% | 32 |
|
2023
Q1 | $12.7M | Buy |
576,014
+479,348
| +496% | +$10.6M | 0.71% | 42 |
|
2022
Q4 | $12M | Buy |
96,666
+46,607
| +93% | +$5.8M | 0.54% | 47 |
|
2022
Q3 | $5.95M | Buy |
50,059
+1,882
| +4% | +$224K | 0.35% | 62 |
|
2022
Q2 | $6.14M | Sell |
48,177
-33,216
| -41% | -$4.23M | 0.55% | 41 |
|
2022
Q1 | $12.9M | Buy |
81,393
+30,757
| +61% | +$4.89M | 0.73% | 23 |
|
2021
Q4 | $8.8M | Buy |
+50,636
| New | +$8.8M | 0.74% | 27 |
|
2021
Q1 | $7.29M | Sell |
54,866
-1,229
| -2% | -$163K | 0.58% | 41 |
|
2020
Q4 | $7.29M | Buy |
+56,095
| New | +$7.29M | 0.67% | 36 |
|