PCS
Private Client Services’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
3,860
+1,168
| +43% | +$296K | 0.38% | 66 |
|
|
2025
Q1 | $556K | Buy |
2,692
+3
| +0.1% | +$620 | 0.28% | 77 |
|
|
2024
Q4 | $625K | Sell |
2,689
-856
| -24% | -$199K | 0.34% | 72 |
|
|
2024
Q3 | $800K | Sell |
3,545
-932
| -21% | -$210K | 0.43% | 61 |
|
|
2024
Q2 | $1.01M | Buy |
4,477
+86
| +2% | +$19.5K | 0.64% | 44 |
|
|
2024
Q1 | $915K | Sell |
4,391
-1,785
| -29% | -$372K | 0.61% | 50 |
|
|
2023
Q4 | $1.19M | Buy |
+6,176
| New | +$1.19M | 0.98% | 27 |
|