Sterling Group Wealth Management’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 | $286K | Hold |
1,128
| – | – | 0.16% | 40 |
|
|
2025
Q1 | $233K | Hold |
1,128
| – | – | 0.12% | 54 |
|
|
2024
Q4 | $262K | Hold |
1,128
| – | – | 0.14% | 56 |
|
|
2024
Q3 | $255K | Hold |
1,128
| – | – | 0.14% | 53 |
|
|
2024
Q2 | $255K | Buy |
+1,128
| New | +$255K | 0.15% | 48 |
|
|
2024
Q1 | – | Sell |
-1,128
| Closed | -$217K | – | 53 |
|
|
2023
Q4 | $217K | Buy |
+1,128
| New | +$217K | 0.17% | 50 |
|