Schechter Investment 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
Q1
$260K Buy
1,261
+30
+2% +$6.19K 0.02% 505
2024
Q4
$286K Hold
1,231
0.02% 502
2024
Q3
$278K Buy
1,231
+214
+21% +$48.3K 0.02% 512
2024
Q2
$230K Hold
1,017
0.02% 531
2024
Q1
$212K Buy
+1,017
New +$212K 0.02% 573