Private Wealth 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 | $713K | Buy |
2,817
+24
| +0.9% | +$6.08K | 0.06% | 111 |
|
|
2025
Q1 | $577K | Buy |
2,793
+18
| +0.6% | +$3.72K | 0.05% | 115 |
|
|
2024
Q4 | $645K | Hold |
2,775
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $626K | Buy |
2,775
+20
| +0.7% | +$4.52K | 0.05% | 113 |
|
|
2024
Q2 | $623K | Hold |
2,755
| – | – | 0.05% | 102 |
|
|
2024
Q1 | $574K | Hold |
2,755
| – | – | 0.05% | 99 |
|
|
2023
Q4 | $530K | Buy |
2,755
+1,501
| +120% | +$289K | 0.04% | 109 |
|
|
2023
Q3 | $206K | Hold |
1,254
| – | – | 0.02% | 152 |
|
|
2023
Q2 | $218K | Buy |
+1,254
| New | +$218K | 0.02% | 152 |
|