Welch 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 | $828K | Sell |
3,268
-142
| -4% | -$36K | 0.03% | 113 |
|
|
2025
Q1 | $704K | Sell |
3,410
-57
| -2% | -$11.8K | 0.03% | 119 |
|
|
2024
Q4 | $813K | Buy |
3,467
+101
| +3% | +$23.7K | 0.04% | 113 |
|
|
2024
Q3 | $760K | Hold |
3,366
| – | – | 0.03% | 113 |
|
|
2024
Q2 | $761K | Hold |
3,366
| – | – | 0.04% | 110 |
|
|
2024
Q1 | $701K | Sell |
3,366
-3,816
| -53% | -$795K | 0.03% | 104 |
|
|
2023
Q4 | $1.38M | Buy |
7,182
+2,752
| +62% | +$530K | 0.07% | 75 |
|
|
2023
Q3 | $726K | Buy |
4,430
+1,574
| +55% | +$258K | 0.04% | 92 |
|
|
2023
Q2 | $497K | Sell |
2,856
-1,337
| -32% | -$232K | 0.03% | 109 |
|
|
2023
Q1 | $633K | Sell |
4,193
-6,193
| -60% | -$935K | 0.04% | 95 |
|
|
2022
Q4 | $1.29M | Buy |
+10,386
| New | +$1.29M | 0.07% | 80 |
|
|
2022
Q3 | – | Sell |
-2,298
| Closed | -$292K | – | 207 |
|
|
2022
Q2 | $292K | Buy |
2,298
+303
| +15% | +$38.5K | 0.02% | 150 |
|
|
2022
Q1 | $317K | Sell |
1,995
-2,497
| -56% | -$397K | 0.02% | 156 |
|
|
2021
Q4 | $781K | Buy |
4,492
+2,572
| +134% | +$447K | 0.05% | 96 |
|
|
2021
Q3 | $287K | Sell |
1,920
-707
| -27% | -$106K | 0.02% | 148 |
|
|
2021
Q2 | $388K | Buy |
2,627
+257
| +11% | +$38K | 0.03% | 122 |
|
|
2021
Q1 | $315K | Sell |
2,370
-7,346
| -76% | -$976K | 0.02% | 139 |
|
|
2020
Q4 | $1.26M | Buy |
+9,716
| New | +$1.26M | 0.1% | 66 |
|
|
2019
Q1 | – | Sell |
-1,889
| Closed | -$117K | – | 149 |
|
|
2018
Q4 | $117K | Buy |
+1,889
| New | +$117K | 0.01% | 133 |
|
|
2016
Q1 | – | Sell |
-47,350
| Closed | -$2.03M | – | 153 |
|
|
2015
Q4 | $2.03M | Buy |
+47,350
| New | +$2.03M | 0.36% | 42 |
|