Phillips Financial Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $644K | Buy |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $177K | Hold |
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|
2024
Q4 | $200K | Hold |
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|
2024
Q3 | $194K | Hold |
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|
2024
Q2 | $194K | Hold |
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|
2024
Q1 | $179K | Sell |
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|
2023
Q4 | $190K | Buy |
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|
2023
Q3 | $141K | Sell |
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|
2023
Q2 | $157K | Hold |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $112K | Hold |
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|
2022
Q3 | $107K | Buy |
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