Retirement Planning Group (Kansas)’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 | $2.92M | Sell |
11,547
-6,080
| -34% | -$1.54M | 0.12% | 65 |
|
|
2025
Q1 | $3.64M | Buy |
17,627
+4,659
| +36% | +$962K | 0.17% | 50 |
|
|
2024
Q4 | $3.02M | Buy |
12,968
+2,124
| +20% | +$494K | 0.15% | 58 |
|
|
2024
Q3 | $2.45M | Hold |
10,844
| – | – | 0.13% | 75 |
|
|
2024
Q2 | $2.45M | Buy |
10,844
+581
| +6% | +$131K | 0.16% | 61 |
|
|
2024
Q1 | $2.14M | Buy |
10,263
+316
| +3% | +$65.8K | 0.16% | 64 |
|
|
2023
Q4 | $1.91M | Buy |
+9,947
| New | +$1.91M | 0.17% | 48 |
|
|
2022
Q1 | – | Sell |
-1,582
| Closed | -$275K | – | 116 |
|
|
2021
Q4 | $275K | Buy |
+1,582
| New | +$275K | 0.03% | 89 |
|