Tiller Private Wealth’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 | $24.2M | Sell |
95,446
-1,942
| -2% | -$492K | 9.19% | 3 |
|
2025
Q1 | $20.1M | Sell |
97,388
-86
| -0.1% | -$17.8K | 8.38% | 4 |
|
2024
Q4 | $22.7M | Buy |
97,474
+461
| +0.5% | +$107K | 9.61% | 3 |
|
2024
Q3 | $21.9M | Buy |
97,013
+3,419
| +4% | +$772K | 9.08% | 3 |
|
2024
Q2 | $21.2M | Buy |
93,594
+3,088
| +3% | +$699K | 9.29% | 3 |
|
2024
Q1 | $18.8M | Buy |
90,506
+26,167
| +41% | +$5.45M | 8.42% | 4 |
|
2023
Q4 | $12.4M | Buy |
64,339
+2,773
| +5% | +$534K | 6.2% | 8 |
|
2023
Q3 | $10.1M | Buy |
61,566
+1,411
| +2% | +$231K | 5.49% | 8 |
|
2023
Q2 | $10.5M | Buy |
60,155
+1,565
| +3% | +$272K | 5.69% | 8 |
|
2023
Q1 | $8.85M | Buy |
58,590
+2,163
| +4% | +$327K | 4.96% | 9 |
|
2022
Q4 | $7.02M | Buy |
56,427
+4,929
| +10% | +$613K | 4.15% | 10 |
|
2022
Q3 | $6.12M | Buy |
51,498
+1,684
| +3% | +$200K | 3.94% | 11 |
|
2022
Q2 | $6.33M | Buy |
49,814
+12,392
| +33% | +$1.58M | 3.89% | 11 |
|
2022
Q1 | $5.95M | Buy |
37,422
+5,120
| +16% | +$814K | 3.43% | 13 |
|
2021
Q4 | $5.62M | Buy |
32,302
+4,822
| +18% | +$838K | 3.54% | 11 |
|
2021
Q3 | $4.1M | Buy |
27,480
+22,745
| +480% | +$3.4M | 3.09% | 14 |
|
2021
Q2 | $699K | Buy |
+4,735
| New | +$699K | 0.75% | 19 |
|