ORG Partners’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
$265K Sell
1,053
-148
-12% -$37.3K 0.06% 270
2025
Q1
$250K Sell
1,201
-270
-18% -$56.3K 0.06% 240
2024
Q4
$343K Buy
1,471
+775
+111% +$181K 0.05% 239
2024
Q3
$158K Sell
696
-142
-17% -$32.2K 0.03% 316
2024
Q2
$192K Buy
+838
New +$192K 0.02% 436
2024
Q1
Sell
-762
Closed -$147K 1158
2023
Q4
$147K Sell
762
-305
-29% -$58.9K 0.02% 343
2023
Q3
$175K Sell
1,067
-977
-48% -$160K 0.05% 305
2023
Q2
$355K Buy
+2,044
New +$355K 0.06% 279