SAI
Savvy Advisors Inc’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
61,625
+9,517
| +18% | +$2.41M | 1.04% | 15 |
|
|
2025
Q1 | $10.8M | Buy |
52,108
+6,097
| +13% | +$1.26M | 1.08% | 16 |
|
|
2024
Q4 | $10.7M | Buy |
46,011
+9,922
| +27% | +$2.31M | 1.29% | 15 |
|
|
2024
Q3 | $8.15M | Buy |
36,089
+22,212
| +160% | +$5.01M | 1.65% | 13 |
|
|
2024
Q2 | $3.14M | Buy |
13,877
+4,814
| +53% | +$1.09M | 1.02% | 19 |
|
|
2024
Q1 | $1.89M | Buy |
9,063
+6,629
| +272% | +$1.38M | 1.09% | 17 |
|
|
2023
Q4 | $468K | Buy |
+2,434
| New | +$468K | 0.45% | 67 |
|