SFMG Wealth 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 | $205K | Sell |
810
-800
| -50% | -$203K | 0.02% | 255 |
|
|
2025
Q1 | $332K | Buy |
+1,610
| New | +$332K | 0.03% | 186 |
|
|
2024
Q3 | – | Sell |
-1,245
| Closed | -$282K | – | 285 |
|
|
2024
Q2 | $282K | Buy |
+1,245
| New | +$282K | 0.02% | 200 |
|
|
2016
Q1 | – | Sell |
-12,337
| Closed | -$528K | – | 118 |
|
|
2015
Q4 | $528K | Buy |
+12,337
| New | +$528K | 0.12% | 71 |
|
|
2015
Q3 | – | Sell |
-273,940
| Closed | -$11.3M | – | 130 |
|
|
2015
Q2 | $11.3M | Sell |
273,940
-570,795
| -68% | -$23.6M | 2.54% | 12 |
|
|
2015
Q1 | $35M | Buy |
844,735
+516,009
| +157% | +$21.4M | 2.83% | 13 |
|
|
2014
Q4 | $13.6M | Sell |
328,726
-11,915
| -3% | -$493K | 3.02% | 12 |
|
|
2014
Q3 | $13.6M | Buy |
340,641
+6,597
| +2% | +$263K | 4.26% | 9 |
|
|
2014
Q2 | $12.8M | Sell |
334,044
-39,841
| -11% | -$1.53M | 4.41% | 10 |
|
|
2014
Q1 | $13.6M | Buy |
373,885
+9,607
| +3% | +$349K | 4.58% | 8 |
|
|
2013
Q4 | $13M | Sell |
364,278
-3,489
| -0.9% | -$125K | 4.47% | 8 |
|
|
2013
Q3 | $11.8M | Buy |
+367,767
| New | +$11.8M | 4.72% | 8 |
|