SS&H Financial Advisors’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 | $489K | Sell |
1,932
-1,092
| -36% | -$277K | 0.16% | 89 |
|
|
2025
Q1 | $624K | Sell |
3,024
-1,092
| -27% | -$225K | 0.23% | 80 |
|
|
2024
Q4 | $958K | Hold |
4,116
| – | – | 0.35% | 66 |
|
|
2024
Q3 | $929K | Sell |
4,116
-250
| -6% | -$56.4K | 0.34% | 68 |
|
|
2024
Q2 | $988K | Hold |
4,366
| – | – | 0.39% | 61 |
|
|
2024
Q1 | $909K | Hold |
4,366
| – | – | 0.38% | 59 |
|
|
2023
Q4 | $840K | Hold |
4,366
| – | – | 0.36% | 64 |
|
|
2023
Q3 | $716K | Buy |
+4,366
| New | +$716K | 0.34% | 66 |
|
|
2023
Q1 | $659K | Buy |
+4,366
| New | +$659K | 0.3% | 73 |
|