SC
Stephens Consulting’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 | $401K | Buy |
1,582
+1
| +0.1% | +$253 | 0.1% | 70 |
|
|
2025
Q1 | $327K | Sell |
1,581
-350
| -18% | -$72.3K | 0.08% | 75 |
|
|
2024
Q4 | $449K | Buy |
1,931
+1
| +0.1% | +$232 | 0.11% | 61 |
|
|
2024
Q3 | $436K | Sell |
1,930
-311
| -14% | -$70.2K | 0.11% | 61 |
|
|
2024
Q2 | $507K | Hold |
2,241
| – | – | 0.14% | 49 |
|
|
2024
Q1 | $467K | Buy |
2,241
+775
| +53% | +$161K | 0.14% | 49 |
|
|
2023
Q4 | $282K | Hold |
1,466
| – | – | 0.1% | 67 |
|
|
2023
Q3 | $240K | Sell |
1,466
-50
| -3% | -$8.2K | 0.1% | 69 |
|
|
2023
Q2 | $264K | Hold |
1,516
| – | – | 0.1% | 64 |
|
|
2023
Q1 | $229K | Sell |
1,516
-671
| -31% | -$101K | 0.14% | 72 |
|
|
2022
Q4 | $272K | Sell |
2,187
-11
| -0.5% | -$1.37K | 0.18% | 59 |
|
|
2022
Q3 | $261K | Sell |
2,198
-227
| -9% | -$27K | 0.23% | 59 |
|
|
2022
Q2 | $308K | Sell |
2,425
-147
| -6% | -$18.7K | 0.25% | 50 |
|
|
2022
Q1 | $409K | Buy |
2,572
+692
| +37% | +$110K | 0.33% | 42 |
|
|
2021
Q4 | $327K | Buy |
+1,880
| New | +$327K | 0.27% | 60 |
|