TFC Financial Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$305K Buy
2025
Q1
$249K Buy
2024
Q4
$280K Buy
2024
Q3
$272K Buy
2024
Q2
$272K Buy
2024
Q1
$250K Buy
2023
Q4
$231K Buy
2023
Q3
$196K Buy
2023
Q2
$208K Buy
2023
Q1
$181K Buy
2022
Q4
$149K Buy
2022
Q3
$142K Hold
2022
Q2
$152K Hold
2022
Q1
$189K Hold
2021
Q4
$207K Hold
2021
Q3
$178K Hold
2021
Q2
$176K Hold
2021
Q1
$158K Hold
2020
Q4
$155K Buy
2020
Q3
$139K Buy