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
2023 Q3 ADDED 36,378 +461 +1.3% 2.53% $6.0M $80.72
2023 Q2 ADDED 35,917 +265 +0.7% 2.55% $6.2M $85.43
2023 Q1 ADDED 35,652 +1,365 +4.0% 2.35% $5.4M $74.05
2022 Q4 INITIATED 34,287 2.10% $4.1M
% of Fund (quarterly)    XLK price (monthly, adj. close)
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