Nadler Financial Group’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 | $1.27M | Buy |
5,006
+350
| +8% | +$88.6K | 0.13% | 46 |
|
|
2025
Q1 | $961K | Buy |
4,656
+770
| +20% | +$159K | 0.11% | 50 |
|
|
2024
Q4 | $904K | Hold |
3,886
| – | – | 0.1% | 50 |
|
|
2024
Q3 | $877K | Buy |
3,886
+2,561
| +193% | +$578K | 0.1% | 49 |
|
|
2024
Q2 | $300K | Hold |
1,325
| – | – | 0.04% | 83 |
|
|
2024
Q1 | $276K | Hold |
1,325
| – | – | 0.03% | 88 |
|
|
2023
Q4 | $255K | Hold |
1,325
| – | – | 0.03% | 89 |
|
|
2023
Q3 | $217K | Hold |
1,325
| – | – | 0.03% | 97 |
|
|
2023
Q2 | $230K | Hold |
1,325
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $200K | Buy |
+1,325
| New | +$200K | 0.03% | 110 |
|
|
2022
Q2 | – | Sell |
-1,305
| Closed | -$207K | – | 124 |
|
|
2022
Q1 | $207K | Sell |
1,305
-601
| -32% | -$95.3K | 0.03% | 116 |
|
|
2021
Q4 | $331K | Hold |
1,906
| – | – | 0.05% | 90 |
|
|
2021
Q3 | $285K | Hold |
1,906
| – | – | 0.05% | 92 |
|
|
2021
Q2 | $281K | Hold |
1,906
| – | – | 0.05% | 100 |
|
|
2021
Q1 | $253K | Hold |
1,906
| – | – | 0.05% | 101 |
|
|
2020
Q4 | $248K | Buy |
1,906
+1
| +0.1% | +$130 | 0.05% | 95 |
|
|
2020
Q3 | $222K | Buy |
+1,905
| New | +$222K | 0.05% | 91 |
|