Ritholtz Wealth 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 | $2.23M | Buy |
8,818
+3,650
| +71% | +$924K | 0.05% | 268 |
|
|
2025
Q1 | $1.07M | Buy |
5,168
+120
| +2% | +$24.8K | 0.03% | 387 |
|
|
2024
Q4 | $1.17M | Sell |
5,048
-18
| -0.4% | -$4.19K | 0.03% | 325 |
|
|
2024
Q3 | $1.14M | Sell |
5,066
-536
| -10% | -$121K | 0.03% | 345 |
|
|
2024
Q2 | $1.27M | Buy |
5,602
+895
| +19% | +$202K | 0.04% | 293 |
|
|
2024
Q1 | $980K | Sell |
4,707
-532
| -10% | -$111K | 0.03% | 363 |
|
|
2023
Q4 | $1.01M | Buy |
5,239
+1,136
| +28% | +$219K | 0.04% | 314 |
|
|
2023
Q3 | $673K | Buy |
4,103
+667
| +19% | +$109K | 0.03% | 387 |
|
|
2023
Q2 | $597K | Sell |
3,436
-43
| -1% | -$7.48K | 0.03% | 390 |
|
|
2023
Q1 | $525K | Sell |
3,479
-35
| -1% | -$5.29K | 0.03% | 388 |
|
|
2022
Q4 | $437K | Sell |
3,514
-1,432
| -29% | -$178K | 0.02% | 388 |
|
|
2022
Q3 | $588K | Buy |
4,946
+2,276
| +85% | +$271K | 0.03% | 356 |
|
|
2022
Q2 | $339K | Sell |
2,670
-71
| -3% | -$9.02K | 0.02% | 393 |
|
|
2022
Q1 | $436K | Buy |
2,741
+91
| +3% | +$14.5K | 0.03% | 330 |
|
|
2021
Q4 | $461K | Buy |
2,650
+1,291
| +95% | +$225K | 0.03% | 320 |
|
|
2021
Q3 | $203K | Buy |
+1,359
| New | +$203K | 0.01% | 468 |
|
|
2021
Q2 | – | Sell |
-1,576
| Closed | -$209K | – | 520 |
|
|
2021
Q1 | $209K | Buy |
+1,576
| New | +$209K | 0.02% | 395 |
|
|
2020
Q3 | – | Sell |
-3,055
| Closed | -$319K | – | 324 |
|
|
2020
Q2 | $319K | Buy |
+3,055
| New | +$319K | 0.04% | 168 |
|