Socha Financial Group’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
$16M Sell
63,171
-13,814
-18% -$3.5M 7.12% 5
2025
Q1
$15.9M Buy
76,985
+11,694
+18% +$2.41M 7.77% 4
2024
Q4
$15.2M Buy
+65,291
New +$15.2M 7.12% 4
2024
Q2
Sell
-2,655
Closed -$553K 30
2024
Q1
$553K Buy
+2,655
New +$553K 0.24% 17