Phillips Financial Management’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 | $246K | Buy |
971
+112
| +13% | +$28.4K | 0.02% | 171 |
|
|
2025
Q1 | $177K | Hold |
859
| – | – | 0.01% | 182 |
|
|
2024
Q4 | $200K | Hold |
859
| – | – | 0.02% | 174 |
|
|
2024
Q3 | $194K | Hold |
859
| – | – | 0.02% | 183 |
|
|
2024
Q2 | $194K | Hold |
859
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $179K | Sell |
859
-129
| -13% | -$26.9K | 0.01% | 182 |
|
|
2023
Q4 | $190K | Buy |
988
+129
| +15% | +$24.8K | 0.02% | 167 |
|
|
2023
Q3 | $141K | Sell |
859
-43
| -5% | -$7.05K | 0.01% | 167 |
|
|
2023
Q2 | $157K | Hold |
902
| – | – | 0.01% | 167 |
|
|
2023
Q1 | $136K | Hold |
902
| – | – | 0.01% | 174 |
|
|
2022
Q4 | $112K | Hold |
902
| – | – | 0.01% | 165 |
|
|
2022
Q3 | $107K | Buy |
+902
| New | +$107K | 0.01% | 158 |
|