Shufro Rose & Co’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$579K Hold
2025
Q1
$579K Buy
2024
Q4
$537K Hold
2024
Q3
$523K Hold
2024
Q2
$523K Buy
2024
Q1
$398K Sell
2023
Q4
$316K Hold
2023
Q3
$316K Sell
2023
Q2
$336K Sell
2023
Q1
$307K Sell
2022
Q4
$285K Hold
2022
Q3
$272K Sell
2022
Q2
$303K Hold
2022
Q1
$379K Sell
2021
Q4
$442K Buy
2021
Q3
$368K Buy
2021
Q2
$363K Hold
2021
Q1
$327K Hold
2020
Q4
$320K Sell
2020
Q3
$299K Buy
2020
Q2
$214K Buy