Ownership history in Dodds Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, LLC reported a position in SELECT SECTOR SPDR TR (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 37,516 | +15,381 | +69.5% | 1.32% | $5.4M | $143.97 |
| 2025 Q3 | REDUCED | 22,135 | -360 | -1.6% | 1.55% | $6.2M | $140.72 |
| 2025 Q2 | REDUCED | 22,495 | -27 | -0.1% | 1.53% | $5.7M | $126.26 |
| 2025 Q1 | REDUCED | 22,522 | -777 | -3.3% | 1.52% | $4.7M | $102.78 |
| 2024 Q4 | ADDED | 23,299 | +2,278 | +10.8% | 1.81% | $5.6M | $115.54 |
| 2024 Q3 | ADDED | 21,021 | +2,496 | +13.5% | 1.61% | $4.8M | $112.00 |
| 2024 Q2 | REDUCED | 18,525 | -197 | -1.1% | 1.69% | $4.3M | $112.03 |
| 2024 Q1 | ADDED | 18,722 | +697 | +3.9% | 1.59% | $3.9M | $102.96 |
| 2023 Q4 | INITIATED | 18,025 | — | — | 1.78% | $3.5M | — |
As of 2025 Q4 — sorted by position size