Ameritas Advisory 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 | $17.2M | Sell |
68,100
-16,295
| -19% | -$4.13M | 0.9% | 17 |
|
2025
Q1 | $17.7M | Buy |
84,395
+4,201
| +5% | +$881K | 0.71% | 25 |
|
2024
Q4 | $18.6M | Sell |
80,194
-1,720
| -2% | -$400K | 0.64% | 32 |
|
2024
Q3 | $18.5M | Buy |
81,914
+5,421
| +7% | +$1.22M | 0.8% | 22 |
|
2024
Q2 | $17.3M | Sell |
76,493
-1,949
| -2% | -$441K | 0.65% | 31 |
|
2024
Q1 | $16.2M | Sell |
78,442
-1,126
| -1% | -$233K | 0.67% | 29 |
|
2023
Q4 | $15.4M | Sell |
79,568
-3,946
| -5% | -$766K | 0.85% | 24 |
|
2023
Q3 | $13.7M | Buy |
83,514
+74,352
| +812% | +$12.2M | 0.69% | 29 |
|
2023
Q2 | $1.57M | Sell |
9,162
-79,663
| -90% | -$13.6M | 0.2% | 111 |
|
2023
Q1 | $13.1M | Sell |
88,825
-9,656
| -10% | -$1.42M | 0.66% | 27 |
|
2022
Q4 | $12.3M | Buy |
98,481
+6,954
| +8% | +$865K | 0.57% | 34 |
|
2022
Q3 | $10.9M | Buy |
91,527
+832
| +0.9% | +$98.8K | 0.65% | 27 |
|
2022
Q2 | $11.5M | Buy |
90,695
+1,634
| +2% | +$208K | 0.67% | 24 |
|
2022
Q1 | $14.2M | Buy |
89,061
+538
| +0.6% | +$85.5K | 0.52% | 37 |
|
2021
Q4 | $15.4M | Buy |
+88,523
| New | +$15.4M | 0.56% | 38 |
|