Private Wealth 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 | $239K | Buy |
+945
| New | +$239K | 0.13% | 59 |
|
|
2025
Q1 | – | Sell |
-2,186
| Closed | -$508K | – | 68 |
|
|
2024
Q4 | $508K | Hold |
2,186
| – | – | 0.25% | 44 |
|
|
2024
Q3 | $494K | Hold |
2,186
| – | – | 0.25% | 45 |
|
|
2024
Q2 | $495K | Hold |
2,186
| – | – | 0.26% | 44 |
|
|
2024
Q1 | $455K | Hold |
2,186
| – | – | 0.24% | 45 |
|
|
2023
Q4 | $421K | Hold |
2,186
| – | – | 0.24% | 45 |
|
|
2023
Q3 | $358K | Sell |
2,186
-73
| -3% | -$12K | 0.23% | 42 |
|
|
2023
Q2 | $393K | Buy |
2,259
+580
| +35% | +$101K | 0.4% | 40 |
|
|
2023
Q1 | $254K | Hold |
1,679
| – | – | 0.35% | 45 |
|
|
2022
Q4 | $209K | Buy |
+1,679
| New | +$209K | 0.3% | 50 |
|