SMART 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 | $2.59M | Sell |
10,242
-1,673
| -14% | -$424K | 0.81% | 42 |
|
|
2025
Q1 | $2.46M | Sell |
11,915
-4,055
| -25% | -$837K | 0.88% | 39 |
|
|
2024
Q4 | $3.71M | Buy |
15,970
+4,993
| +45% | +$1.16M | 1.32% | 21 |
|
|
2024
Q3 | $2.48M | Sell |
10,977
-3,450
| -24% | -$779K | 0.97% | 26 |
|
|
2024
Q2 | $3.26M | Sell |
14,427
-574
| -4% | -$130K | 1.32% | 22 |
|
|
2024
Q1 | $3.12M | Buy |
15,001
+8,163
| +119% | +$1.7M | 1.41% | 24 |
|
|
2023
Q4 | $1.32M | Buy |
6,838
+2,201
| +47% | +$424K | 0.72% | 29 |
|
|
2023
Q3 | $760K | Buy |
4,637
+1,983
| +75% | +$325K | 0.57% | 44 |
|
|
2023
Q2 | $461K | Buy |
+2,654
| New | +$461K | 0.35% | 49 |
|
|
2023
Q1 | – | Sell |
-2,930
| Closed | -$365K | – | 86 |
|
|
2022
Q4 | $365K | Buy |
+2,930
| New | +$365K | 0.27% | 59 |
|