Whitaker-Myers Wealth Managers’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 | $1.4M | Buy |
5,515
+970
| +21% | +$246K | 0.35% | 31 |
|
|
2025
Q1 | $938K | Buy |
4,545
+1,061
| +30% | +$219K | 0.26% | 44 |
|
|
2024
Q4 | $810K | Sell |
3,484
-1,487
| -30% | -$346K | 0.24% | 46 |
|
|
2024
Q3 | $1.12M | Buy |
4,971
+405
| +9% | +$91.4K | 0.37% | 41 |
|
|
2024
Q2 | $1.03M | Buy |
4,566
+587
| +15% | +$133K | 0.38% | 37 |
|
|
2024
Q1 | $829K | Buy |
+3,979
| New | +$829K | 0.35% | 48 |
|