Safeguard Financial’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
Q1 | $569K | Buy |
2,755
+232
| +9% | +$47.9K | 0.12% | 59 |
|
|
2024
Q4 | $587K | Buy |
2,523
+2
| +0.1% | +$465 | 0.13% | 59 |
|
|
2024
Q3 | $569K | Buy |
2,521
+947
| +60% | +$214K | 0.13% | 61 |
|
|
2024
Q2 | $356K | Buy |
1,574
+23
| +1% | +$5.2K | 0.1% | 74 |
|
|
2024
Q1 | $323K | Sell |
1,551
-392
| -20% | -$81.6K | 0.11% | 66 |
|
|
2023
Q4 | $374K | Buy |
1,943
+3
| +0.2% | +$577 | 0.14% | 55 |
|
|
2023
Q3 | $318K | Sell |
1,940
-7
| -0.4% | -$1.15K | 0.15% | 54 |
|
|
2023
Q2 | $338K | Buy |
+1,947
| New | +$338K | 0.16% | 52 |
|
|
2023
Q1 | – | Sell |
-1,616
| Closed | -$201K | – | 80 |
|
|
2022
Q4 | $201K | Buy |
+1,616
| New | +$201K | 0.14% | 65 |
|
|
2022
Q3 | – | Sell |
-2,528
| Closed | -$321K | – | 53 |
|
|
2022
Q2 | $321K | Buy |
2,528
+175
| +7% | +$22.2K | 0.38% | 35 |
|
|
2022
Q1 | $374K | Buy |
+2,353
| New | +$374K | 0.56% | 34 |
|