XLK SELECT SECTOR SPDR TR

Ownership history in EWG Elevate Inc.  ·  18 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. 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
3.31% (2019 Q4)
Avg. % of fund
1.18%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 16,226 +13,703 +543.1% 1.43% $4.6M $140.72
2025 Q1 ADDED 2,523 +1,196 +90.1% 0.19% $521K $102.78
2024 Q4 REDUCED 1,327 -487 -26.8% 0.09% $309K $115.54
2024 Q3 REDUCED 1,814 -23,450 -92.8% 0.16% $409K $112.00
2024 Q2 REDUCED 25,264 -1,938 -7.1% 2.09% $5.7M $112.03
2024 Q1 ADDED 27,202 +25,515 +1512.4% 2.16% $5.7M $102.96
2023 Q4 REDUCED 1,687 -24,262 -93.5% 0.13% $325K $94.99
2023 Q3 ADDED 25,949 +24,485 +1672.5% 1.92% $4.3M $80.72
2023 Q2 ADDED 1,464 +158 +12.1% 0.11% $255K $85.43
2022 Q1 REDUCED 1,306 -2,498 -65.7% 0.08% $208K $77.15
8 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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