XLK SELECT SECTOR SPDR TR

Ownership history in ETFIDEA, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which ETFIDEA, 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.

Peak position
2.71% (2024 Q2)
Avg. % of fund
2.5%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 35,769 +392 +1.1% 2.55% $8.1M $112.00
2024 Q2 ADDED 35,377 +46 +0.1% 2.71% $8.0M $112.03
2024 Q1 REDUCED 35,331 -1,825 -4.9% 2.51% $7.4M $102.96
2023 Q4 ADDED 37,156 +778 +2.1% 2.69% $7.2M $94.99
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLK price (monthly, adj. close)
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