YHB Investment Advisors’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 | $1.39M | Buy |
5,477
+3,308
| +153% | +$838K | 0.11% | 143 |
|
|
2025
Q1 | $448K | Sell |
2,169
-542
| -20% | -$112K | 0.04% | 214 |
|
|
2024
Q4 | $630K | Sell |
2,711
-83
| -3% | -$19.3K | 0.05% | 183 |
|
|
2024
Q3 | $631K | Buy |
2,794
+10
| +0.4% | +$2.26K | 0.05% | 184 |
|
|
2024
Q2 | $630K | Buy |
2,784
+616
| +28% | +$139K | 0.05% | 181 |
|
|
2024
Q1 | $451K | Buy |
2,168
+311
| +17% | +$64.8K | 0.04% | 202 |
|
|
2023
Q4 | $358K | Hold |
1,857
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $304K | Buy |
1,857
+2
| +0.1% | +$328 | 0.03% | 224 |
|
|
2023
Q2 | $323K | Buy |
1,855
+65
| +4% | +$11.3K | 0.03% | 221 |
|
|
2023
Q1 | $270K | Sell |
1,790
-211
| -11% | -$31.9K | 0.03% | 237 |
|
|
2022
Q4 | $249K | Buy |
2,001
+160
| +9% | +$19.9K | 0.03% | 251 |
|
|
2022
Q3 | $219K | Buy |
1,841
+244
| +15% | +$29K | 0.02% | 262 |
|
|
2022
Q2 | $203K | Buy |
1,597
+84
| +6% | +$10.7K | 0.02% | 275 |
|
|
2022
Q1 | $240K | Buy |
1,513
+16
| +1% | +$2.54K | 0.02% | 267 |
|
|
2021
Q4 | $260K | Sell |
1,497
-20
| -1% | -$3.47K | 0.02% | 283 |
|
|
2021
Q3 | $227K | Buy |
1,517
+62
| +4% | +$9.28K | 0.02% | 289 |
|
|
2021
Q2 | $215K | Sell |
1,455
-180
| -11% | -$26.6K | 0.02% | 284 |
|
|
2021
Q1 | $234K | Buy |
+1,635
| New | +$234K | 0.02% | 272 |
|