Vickerman Investment Advisors’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 | $36M | Buy |
142,120
+12,180
| +9% | +$3.08M | 7.73% | 3 |
|
2025
Q1 | $26.8M | Buy |
129,940
+19,098
| +17% | +$3.94M | 6.08% | 4 |
|
2024
Q4 | $25.8M | Sell |
110,842
-3,059
| -3% | -$711K | 7% | 3 |
|
2024
Q3 | $25.7M | Sell |
113,901
-84
| -0.1% | -$19K | 7.56% | 3 |
|
2024
Q2 | $25.8M | Sell |
113,985
-48,063
| -30% | -$10.9M | 8.28% | 3 |
|
2024
Q1 | $33.7M | Sell |
162,048
-269
| -0.2% | -$56K | 10.89% | 1 |
|
2023
Q4 | $31.2M | Sell |
162,317
-7,577
| -4% | -$1.46M | 10.65% | 1 |
|
2023
Q3 | $27.9M | Sell |
169,894
-3,194
| -2% | -$524K | 11.37% | 1 |
|
2023
Q2 | $30.1M | Sell |
173,088
-855
| -0.5% | -$149K | 11.76% | 1 |
|
2023
Q1 | $26.3M | Buy |
173,943
+2,220
| +1% | +$335K | 10.36% | 1 |
|
2022
Q4 | $21.4M | Buy |
171,723
+264
| +0.2% | +$32.9K | 9.7% | 1 |
|
2022
Q3 | $20.4M | Buy |
171,459
+9,965
| +6% | +$1.18M | 9.83% | 1 |
|
2022
Q2 | $20.5M | Buy |
161,494
+7,973
| +5% | +$1.01M | 9.72% | 1 |
|
2022
Q1 | $21.6M | Buy |
153,521
+12,973
| +9% | +$1.82M | 9.58% | 1 |
|
2021
Q4 | $24.4M | Buy |
140,548
+11,679
| +9% | +$2.03M | 9.86% | 1 |
|
2021
Q3 | $19.2M | Buy |
+128,869
| New | +$19.2M | 7.69% | 1 |
|