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