XWM
Xcel Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
4,573
+310
| +7% | +$78.5K | 0.33% | 62 |
|
|
2025
Q1 | $880K | Sell |
4,263
-8
| -0.2% | -$1.65K | 0.27% | 65 |
|
|
2024
Q4 | $993K | Buy |
4,271
+48
| +1% | +$11.2K | 0.28% | 62 |
|
|
2024
Q3 | $953K | Buy |
4,223
+2
| +0% | +$452 | 0.28% | 63 |
|
|
2024
Q2 | $955K | Buy |
4,221
+435
| +11% | +$98.4K | 0.3% | 60 |
|
|
2024
Q1 | $789K | Buy |
3,786
+315
| +9% | +$65.6K | 0.25% | 67 |
|
|
2023
Q4 | $668K | Buy |
3,471
+138
| +4% | +$26.6K | 0.23% | 68 |
|
|
2023
Q3 | $546K | Buy |
3,333
+1,183
| +55% | +$194K | 0.22% | 72 |
|
|
2023
Q2 | $374K | Buy |
+2,150
| New | +$374K | 0.12% | 102 |
|