RTD 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 | $380K | Sell |
1,502
-138
| -8% | -$34.9K | 0.05% | 83 |
|
|
2025
Q1 | $339K | Hold |
1,640
| – | – | 0.05% | 96 |
|
|
2024
Q4 | $381K | Hold |
1,640
| – | – | 0.05% | 90 |
|
|
2024
Q3 | $370K | Hold |
1,640
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $371K | Hold |
1,640
| – | – | 0.05% | 93 |
|
|
2024
Q1 | $342K | Sell |
1,640
-11
| -0.7% | -$2.29K | 0.05% | 91 |
|
|
2023
Q4 | $318K | Buy |
1,651
+11
| +0.7% | +$2.12K | 0.04% | 92 |
|
|
2023
Q3 | $269K | Hold |
1,640
| – | – | 0.04% | 93 |
|
|
2023
Q2 | $285K | Hold |
1,640
| – | – | 0.04% | 92 |
|
|
2023
Q1 | $248K | Hold |
1,640
| – | – | 0.04% | 91 |
|
|
2022
Q4 | $204K | Buy |
+1,640
| New | +$204K | 0.03% | 93 |
|
|
2022
Q3 | – | Sell |
-1,640
| Closed | -$208K | – | 108 |
|
|
2022
Q2 | $208K | Hold |
1,640
| – | – | 0.03% | 104 |
|
|
2022
Q1 | $261K | Hold |
1,640
| – | – | 0.04% | 99 |
|
|
2021
Q4 | $285K | Buy |
+1,640
| New | +$285K | 0.04% | 101 |
|