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Spinnaker Investment Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
1,021
-30
-3% -$7.6K 0.06% 84
2025
Q1
$217K Sell
1,051
-301
-22% -$62.2K 0.05% 99
2024
Q4
$314K Hold
1,352
0.08% 77
2024
Q3
$305K Sell
1,352
-186
-12% -$42K 0.07% 72
2024
Q2
$348K Buy
1,538
+369
+32% +$83.5K 0.1% 62
2024
Q1
$243K Buy
1,169
+126
+12% +$26.2K 0.07% 74
2023
Q4
$201K Buy
+1,043
New +$201K 0.06% 83