Simplicity Wealth’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 | $6.13M | Buy |
24,197
+10,381
| +75% | +$2.63M | 0.26% | 88 |
|
|
2025
Q1 | $2.85M | Buy |
13,816
+8,570
| +163% | +$1.77M | 0.22% | 113 |
|
|
2024
Q4 | $1.22M | Sell |
5,246
-8,615
| -62% | -$2M | 0.25% | 72 |
|
|
2024
Q3 | $3.13M | Sell |
13,861
-6,484
| -32% | -$1.46M | 0.29% | 80 |
|
|
2024
Q2 | $4.6M | Sell |
20,345
-19,067
| -48% | -$4.31M | 0.1% | 192 |
|
|
2024
Q1 | $8.21M | Buy |
39,412
+33,440
| +560% | +$6.96M | 0.2% | 103 |
|
|
2023
Q4 | $1.15M | Buy |
5,972
+4,704
| +371% | +$905K | 0.44% | 39 |
|
|
2023
Q3 | $208K | Buy |
+1,268
| New | +$208K | 0.12% | 87 |
|
|
2022
Q4 | – | Sell |
-15,951
| Closed | -$1.9M | – | 98 |
|
|
2022
Q3 | $1.9M | Sell |
15,951
-355
| -2% | -$42.2K | 2.54% | 14 |
|
|
2022
Q2 | $2.07M | Sell |
16,306
-13,539
| -45% | -$1.72M | 3.03% | 12 |
|
|
2022
Q1 | $4.74M | Sell |
29,845
-68,925
| -70% | -$11M | 4.61% | 4 |
|
|
2021
Q4 | $17.2M | Buy |
+98,770
| New | +$17.2M | 9.26% | 1 |
|