AFG Fiduciary Services’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 | $4.18M | Sell |
16,655
-921
| -5% | -$231K | 2.67% | 10 |
|
|
2025
Q1 | $3.58M | Buy |
17,576
+556
| +3% | +$113K | 2.62% | 10 |
|
|
2024
Q4 | $3.95M | Sell |
17,020
-986
| -5% | -$229K | 2.79% | 10 |
|
|
2024
Q3 | $4.16M | Buy |
18,006
+579
| +3% | +$134K | 2.8% | 9 |
|
|
2024
Q2 | $3.94M | Sell |
17,427
-799
| -4% | -$181K | 2.75% | 9 |
|
|
2024
Q1 | $3.78M | Sell |
18,226
-513
| -3% | -$106K | 2.79% | 9 |
|
|
2023
Q4 | $3.54M | Buy |
18,739
+372
| +2% | +$70.2K | 2.88% | 10 |
|
|
2023
Q3 | $3.1M | Sell |
18,367
-75
| -0.4% | -$12.6K | 2.75% | 9 |
|
|
2023
Q2 | $3.25M | Sell |
18,442
-1,308
| -7% | -$230K | 2.44% | 9 |
|
|
2023
Q1 | $2.98M | Sell |
19,750
-1,290
| -6% | -$195K | 2.75% | 10 |
|
|
2022
Q4 | $2.62M | Sell |
21,040
-481
| -2% | -$59.9K | 2.46% | 12 |
|
|
2022
Q3 | $2.56M | Buy |
21,521
+713
| +3% | +$84.7K | 2.41% | 12 |
|
|
2022
Q2 | $2.65M | Buy |
20,808
+224
| +1% | +$28.5K | 2.3% | 11 |
|
|
2022
Q1 | $3.27M | Sell |
20,584
-7,266
| -26% | -$1.15M | 2.3% | 8 |
|
|
2021
Q4 | $4.84M | Buy |
+27,850
| New | +$4.84M | 3.4% | 5 |
|