Ruedi 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 | – | Sell |
-490
| Closed | -$101K | – | 331 |
|
|
2025
Q1 | $101K | Hold |
490
| – | – | 0.03% | 67 |
|
|
2024
Q4 | $114K | Hold |
490
| – | – | 0.04% | 63 |
|
|
2024
Q3 | $111K | Hold |
490
| – | – | 0.04% | 64 |
|
|
2024
Q2 | $111K | Hold |
490
| – | – | 0.04% | 62 |
|
|
2024
Q1 | $102K | Hold |
490
| – | – | 0.04% | 63 |
|
|
2023
Q4 | $94.3K | Hold |
490
| – | – | 0.04% | 60 |
|
|
2023
Q3 | $80.3K | Hold |
490
| – | – | 0.05% | 60 |
|
|
2023
Q2 | $85.2K | Sell |
490
-153
| -24% | -$26.6K | 0.05% | 57 |
|
|
2023
Q1 | $97K | Hold |
643
| – | – | 0.06% | 56 |
|
|
2022
Q4 | $80K | Buy |
+643
| New | +$80K | 0.06% | 57 |
|