Mutual 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 | $16.5M | Buy |
62,938
+297
| +0.5% | +$77.8K | 0.41% | 34 |
|
|
2025
Q1 | $13.1M | Sell |
62,641
-6,263
| -9% | -$1.31M | 0.37% | 43 |
|
|
2024
Q4 | $15.9M | Buy |
68,904
+981
| +1% | +$226K | 0.46% | 26 |
|
|
2024
Q3 | $15.6M | Sell |
67,923
-5,902
| -8% | -$1.35M | 0.45% | 28 |
|
|
2024
Q2 | $15.9M | Sell |
73,825
-31,709
| -30% | -$6.83M | 0.48% | 26 |
|
|
2024
Q1 | $22M | Sell |
105,534
-2,836
| -3% | -$591K | 0.7% | 17 |
|
|
2023
Q4 | $20.9M | Sell |
108,370
-9,215
| -8% | -$1.77M | 0.73% | 15 |
|
|
2023
Q3 | $19.3M | Buy |
117,585
+47,404
| +68% | +$7.77M | 0.75% | 17 |
|
|
2023
Q2 | $12.2M | Sell |
70,181
-6,201
| -8% | -$1.08M | 0.46% | 28 |
|
|
2023
Q1 | $11.5M | Buy |
76,382
+30,230
| +66% | +$4.57M | 0.47% | 28 |
|
|
2022
Q4 | $5.74M | Sell |
46,152
-38,115
| -45% | -$4.74M | 0.26% | 80 |
|
|
2022
Q3 | $10M | Buy |
84,267
+7,508
| +10% | +$892K | 0.51% | 26 |
|
|
2022
Q2 | $9.76M | Sell |
76,759
-52,275
| -41% | -$6.65M | 0.65% | 20 |
|
|
2022
Q1 | $20.5M | Sell |
129,034
-4,142
| -3% | -$658K | 1.15% | 7 |
|
|
2021
Q4 | $23.2M | Sell |
133,176
-2,512
| -2% | -$437K | 1.23% | 7 |
|
|
2021
Q3 | $20.3M | Buy |
135,688
+13,715
| +11% | +$2.05M | 1.2% | 7 |
|
|
2021
Q2 | $18M | Buy |
121,973
+26,282
| +27% | +$3.88M | 1.07% | 8 |
|
|
2021
Q1 | $12.7M | Sell |
95,691
-3,193
| -3% | -$424K | 0.87% | 10 |
|
|
2020
Q4 | $12.9M | Buy |
98,884
+1,952
| +2% | +$254K | 0.96% | 11 |
|
|
2020
Q3 | $11.3M | Sell |
96,932
-62,999
| -39% | -$7.35M | 0.98% | 12 |
|
|
2020
Q2 | $16.7M | Buy |
159,931
+42,186
| +36% | +$4.41M | 1.64% | 7 |
|
|
2020
Q1 | $9.46M | Sell |
117,745
-6,887
| -6% | -$553K | 1.28% | 12 |
|
|
2019
Q4 | $11.4M | Buy |
124,632
+106,982
| +606% | +$9.81M | 1.22% | 11 |
|
|
2019
Q3 | $1.42M | Sell |
17,650
-865
| -5% | -$69.6K | 0.19% | 135 |
|
|
2019
Q2 | $1.45M | Sell |
18,515
-80,720
| -81% | -$6.3M | 0.19% | 131 |
|
|
2019
Q1 | $7.34M | Buy |
99,235
+89,269
| +896% | +$6.61M | 1.09% | 16 |
|
|
2018
Q4 | $618K | Sell |
9,966
-17,924
| -64% | -$1.11M | 0.12% | 200 |
|
|
2018
Q3 | $2.1M | Buy |
27,890
+10,478
| +60% | +$789K | 0.32% | 68 |
|
|
2018
Q2 | $1.21M | Buy |
17,412
+1,144
| +7% | +$79.5K | 0.28% | 111 |
|
|
2018
Q1 | $1.06M | Buy |
16,268
+10,892
| +203% | +$712K | 0.27% | 119 |
|
|
2017
Q4 | $344K | Buy |
+5,376
| New | +$344K | 0.13% | 207 |
|