United Advisor Group’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 | $2.09M | Sell |
8,257
-873
| -10% | -$221K | 0.36% | 72 |
|
|
2025
Q1 | $1.89M | Buy |
9,130
+1,723
| +23% | +$356K | 0.39% | 68 |
|
|
2024
Q4 | $1.72M | Sell |
7,407
-332
| -4% | -$77.2K | 0.34% | 72 |
|
|
2024
Q3 | $1.75M | Buy |
7,739
+4,588
| +146% | +$1.04M | 0.39% | 64 |
|
|
2024
Q2 | $713K | Buy |
3,151
+789
| +33% | +$178K | 0.22% | 100 |
|
|
2024
Q1 | $492K | Buy |
+2,362
| New | +$492K | 0.18% | 119 |
|