Wedmont Private Capital’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 | $3.37M | Sell |
13,065
-509
| -4% | -$131K | 0.14% | 86 |
|
|
2025
Q1 | $2.69M | Sell |
13,574
-1,151
| -8% | -$228K | 0.14% | 86 |
|
|
2024
Q4 | $3.37M | Buy |
14,725
+348
| +2% | +$79.6K | 0.18% | 70 |
|
|
2024
Q3 | $3.22M | Buy |
14,377
+8
| +0.1% | +$1.79K | 0.18% | 68 |
|
|
2024
Q2 | $3.36M | Buy |
14,369
+190
| +1% | +$44.4K | 0.21% | 67 |
|
|
2024
Q1 | $2.94M | Sell |
14,179
-71
| -0.5% | -$14.7K | 0.21% | 66 |
|
|
2023
Q4 | $2.69M | Buy |
14,250
+734
| +5% | +$139K | 0.22% | 68 |
|
|
2023
Q3 | $2.29M | Buy |
13,516
+1,144
| +9% | +$193K | 0.23% | 70 |
|
|
2023
Q2 | $2.18M | Buy |
12,372
+7,628
| +161% | +$1.34M | 0.23% | 66 |
|
|
2023
Q1 | $707K | Buy |
4,744
+24
| +0.5% | +$3.58K | 0.09% | 158 |
|
|
2022
Q4 | $589K | Buy |
4,720
+158
| +3% | +$19.7K | 0.09% | 173 |
|
|
2022
Q3 | $542K | Buy |
4,562
+23
| +0.5% | +$2.73K | 0.11% | 152 |
|
|
2022
Q2 | $577K | Sell |
4,539
-159
| -3% | -$20.2K | 0.12% | 121 |
|
|
2022
Q1 | $759K | Buy |
+4,698
| New | +$759K | 0.17% | 100 |
|