World Equity 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
$1.88M Buy
7,436
+543
+8% +$137K 0.51% 37
2025
Q1
$1.42M Sell
6,893
-7,475
-52% -$1.54M 0.41% 56
2024
Q4
$3.34M Buy
14,368
+6,108
+74% +$1.42M 0.72% 35
2024
Q3
$1.86M Buy
8,260
+1,039
+14% +$235K 0.67% 36
2024
Q2
$1.63M Sell
7,221
-806
-10% -$182K 0.49% 53
2024
Q1
$1.67M Buy
8,027
+307
+4% +$63.9K 0.34% 71
2023
Q4
$1.49M Sell
7,720
-5,760
-43% -$1.11M 0.3% 82
2023
Q3
$2.21M Sell
13,480
-379
-3% -$62.1K 0.46% 51
2023
Q2
$2.41M Sell
13,859
-3,126
-18% -$544K 0.71% 27
2023
Q1
$517K Buy
16,985
+6,295
+59% +$192K 0.08% 274
2022
Q4
$1.33M Sell
10,690
-220
-2% -$27.4K 0.32% 85
2022
Q3
$1.3M Sell
10,910
-2,424
-18% -$288K 0.33% 80
2022
Q2
$1.69M Sell
13,334
-6,194
-32% -$787K 0.43% 63
2022
Q1
$3.1M Buy
+19,528
New +$3.1M 0.67% 29