Rollins Financial Advisors’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 | $4.3M | Sell |
16,981
-1,937
| -10% | -$491K | 0.69% | 28 |
|
|
2025
Q1 | $3.91M | Sell |
18,918
-721
| -4% | -$149K | 0.68% | 28 |
|
|
2024
Q4 | $4.57M | Sell |
19,639
-123
| -0.6% | -$28.6K | 0.71% | 26 |
|
|
2024
Q3 | $4.46M | Sell |
19,762
-564
| -3% | -$127K | 0.74% | 25 |
|
|
2024
Q2 | $4.6M | Sell |
20,326
-311
| -2% | -$70.4K | 0.79% | 23 |
|
|
2024
Q1 | $4.3M | Sell |
20,637
-50
| -0.2% | -$10.4K | 0.81% | 23 |
|
|
2023
Q4 | $3.98M | Buy |
+20,687
| New | +$3.98M | 0.83% | 20 |
|