Strategic Financial Concepts’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
$1M Sell
3,966
-1,213
-23% -$307K 0.14% 85
2025
Q1
$1.07M Sell
5,179
-262
-5% -$54.1K 0.2% 114
2024
Q4
$1.27M Buy
5,441
+377
+7% +$87.7K 0.24% 88
2024
Q3
$1.14M Sell
5,064
-1,106,911
-100% -$250M 0.36% 57
2024
Q2
$85.6K Buy
1,111,975
+1,106,243
+19,299% +$85.2K 0.05% 195
2024
Q1
$1.19M Buy
+5,732
New +$1.19M 0.29% 79
2023
Q4
Sell
-4,310
Closed -$707K 275
2023
Q3
$707K Sell
4,310
-829
-16% -$136K 0.24% 101
2023
Q2
$893K Sell
5,139
-4,214
-45% -$733K 0.33% 77
2023
Q1
$1.41M Buy
+9,353
New +$1.41M 0.57% 47