Zullo Investment 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 | $8.35M | Buy |
32,978
+371
| +1% | +$94K | 3.39% | 6 |
|
|
2025
Q1 | $6.73M | Sell |
32,607
-154
| -0.5% | -$31.8K | 2.89% | 6 |
|
|
2024
Q4 | $7.62M | Sell |
32,761
-433
| -1% | -$101K | 3.08% | 6 |
|
|
2024
Q3 | $7.49M | Buy |
33,194
+272
| +0.8% | +$61.4K | 3.11% | 6 |
|
|
2024
Q2 | $7.45M | Buy |
32,922
+105
| +0.3% | +$23.8K | 3.27% | 5 |
|
|
2024
Q1 | $6.83M | Buy |
32,817
+140
| +0.4% | +$29.2K | 3.2% | 5 |
|
|
2023
Q4 | $6.29M | Buy |
32,677
+33
| +0.1% | +$6.35K | 3.22% | 5 |
|
|
2023
Q3 | $5.35M | Buy |
32,644
+774
| +2% | +$127K | 3.14% | 5 |
|
|
2023
Q2 | $5.54M | Sell |
31,870
-174
| -0.5% | -$30.3K | 3.16% | 5 |
|
|
2023
Q1 | $4.84M | Buy |
32,044
+1,459
| +5% | +$220K | 3.01% | 3 |
|
|
2022
Q4 | $3.81M | Buy |
30,585
+576
| +2% | +$71.7K | 2.33% | 3 |
|
|
2022
Q3 | $3.57M | Buy |
30,009
+1,908
| +7% | +$227K | 2.3% | 4 |
|
|
2022
Q2 | $3.57M | Buy |
28,101
+1,356
| +5% | +$172K | 2.23% | 4 |
|
|
2022
Q1 | $4.25M | Buy |
26,745
+2,622
| +11% | +$417K | 2.21% | 4 |
|
|
2021
Q4 | $4.19M | Buy |
+24,123
| New | +$4.19M | 2.16% | 4 |
|