White Lighthouse Investment Management’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 | $486K | Buy |
1,918
+265
| +16% | +$67.1K | 0.08% | 96 |
|
|
2025
Q1 | $341K | Sell |
1,653
-466
| -22% | -$96.2K | 0.06% | 103 |
|
|
2024
Q4 | $493K | Sell |
2,119
-200
| -9% | -$46.5K | 0.09% | 92 |
|
|
2024
Q3 | $524K | Buy |
2,319
+221
| +11% | +$49.9K | 0.09% | 83 |
|
|
2024
Q2 | $475K | Buy |
2,098
+582
| +38% | +$132K | 0.09% | 85 |
|
|
2024
Q1 | $316K | Sell |
1,516
-154
| -9% | -$32.1K | 0.06% | 103 |
|
|
2023
Q4 | $321K | Buy |
1,670
+1
| +0.1% | +$192 | 0.07% | 101 |
|
|
2023
Q3 | $274K | Sell |
1,669
-295
| -15% | -$48.4K | 0.07% | 104 |
|
|
2023
Q2 | $341K | Hold |
1,964
| – | – | 0.08% | 91 |
|
|
2023
Q1 | $297K | Hold |
1,964
| – | – | 0.07% | 96 |
|
|
2022
Q4 | $244K | Sell |
1,964
-96
| -5% | -$11.9K | 0.07% | 101 |
|
|
2022
Q3 | $245K | Buy |
+2,060
| New | +$245K | 0.07% | 96 |
|
|
2022
Q2 | – | Sell |
-1,535
| Closed | -$244K | – | 119 |
|
|
2022
Q1 | $244K | Buy |
+1,535
| New | +$244K | 0.06% | 105 |
|
|
2019
Q2 | – | Sell |
-2,900
| Closed | -$215K | – | 130 |
|
|
2019
Q1 | $215K | Sell |
2,900
-850
| -23% | -$63K | 0.1% | 113 |
|
|
2018
Q4 | $232K | Sell |
3,750
-150
| -4% | -$9.28K | 0.13% | 103 |
|
|
2018
Q3 | $294K | Hold |
3,900
| – | – | 0.15% | 95 |
|
|
2018
Q2 | $271K | Sell |
3,900
-300
| -7% | -$20.8K | 0.15% | 97 |
|
|
2018
Q1 | $275K | Sell |
4,200
-100
| -2% | -$6.55K | 0.16% | 98 |
|
|
2017
Q4 | $275K | Buy |
+4,300
| New | +$275K | 0.16% | 100 |
|