Sowell Financial Services’s Technology Select Sector SPDR Fund XLK Stock Holding History

Sowell Financial Services’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.8M	Buy	42,643 +845	+2%	+$214K	0.44%	44
2025 Q1	$8.63M	Sell	41,798 -2,855	-6%	-$589K	0.39%	50
2024 Q4	$10.4M	Sell	44,653 -1,156	-3%	-$269K	0.55%	37
2024 Q3	$10.3M	Sell	45,809 -3,338	-7%	-$754K	0.48%	41
2024 Q2	$11.1M	Sell	49,147 -72	-0.1%	-$16.3K	0.53%	40
2024 Q1	$10.3M	Buy	49,219 +2,428	+5%	+$506K	0.48%	45
2023 Q4	$9.01M	Buy	46,791 +9,551	+26%	+$1.84M	0.49%	46
2023 Q3	$6.11M	Sell	37,240 -13,368	-26%	-$2.19M	0.38%	63
2023 Q2	$8.8M	Buy	50,608 +21,163	+72%	+$3.68M	0.49%	41
2023 Q1	$4.45M	Sell	29,445 -11,330	-28%	-$1.71M	0.34%	63
2022 Q4	$5.07M	Sell	40,775 -7,408	-15%	-$922K	0.33%	71
2022 Q3	$5.72M	Buy	+48,183	New	+$5.72M	0.58%	35
2022 Q1	–	Sell	-48,107	Closed	-$8.36M	–	532
2021 Q4	$8.36M	Buy	48,107 +30,488	+173%	+$5.3M	0.48%	43
2021 Q3	$2.63M	Sell	17,619 -348	-2%	-$52K	0.18%	139
2021 Q2	$2.65M	Sell	17,967 -8,724	-33%	-$1.29M	0.18%	146
2021 Q1	$3.68M	Sell	26,691 -2,469	-8%	-$340K	0.13%	150
2020 Q4	$3.79M	Buy	29,160 +1,776	+6%	+$231K	0.16%	123
2020 Q3	$3.2M	Sell	27,384 -3,904	-12%	-$456K	0.16%	123
2020 Q2	$3.27M	Sell	31,288 -6,588	-17%	-$688K	0.18%	116
2020 Q1	$2.23M	Buy	37,876 +16,691	+79%	+$982K	0.17%	139
2019 Q4	$1.94M	Buy	21,185 +2,933	+16%	+$269K	0.15%	148
2019 Q3	$1.47M	Buy	+18,252	New	+$1.47M	0.12%	177
2019 Q1	$1.37M	Buy	18,477 +1,892	+11%	+$140K	0.15%	149
2018 Q4	$1.03M	Buy	+16,585	New	+$1.03M	0.15%	152
2018 Q3	–	Sell	-25,065	Closed	-$1.83M	–	460
2018 Q2	$1.83M	Buy	25,065 +244	+1%	+$17.8K	0.39%	64
2018 Q1	$1.64M	Sell	24,821 -3,805	-13%	-$252K	0.41%	64
2017 Q4	$1.94M	Sell	28,626 -8,823	-24%	-$597K	0.47%	60
2017 Q3	$2.36M	Buy	37,449 +19,196	+105%	+$1.21M	0.61%	47
2017 Q2	$1.06M	Buy	18,253 +459	+3%	+$26.6K	0.3%	73
2017 Q1	$997K	Sell	17,794 -335	-2%	-$18.8K	0.29%	79
2016 Q4	$941K	Buy	+18,129	New	+$941K	0.32%	80