Apexium Financial’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $11.7M | Sell | 
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| 
        
          
      
        2025
         Q1  | $9.78M | Buy | 
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| 
        
          
      
        2024
         Q4  | $10.6M | Sell | 
         | 
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| 
        
          
      
        2024
         Q3  | $10.3M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $10.1M | Buy | 
         | 
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| 
        
          
      
        2024
         Q1  | $8.89M | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $8.02M | Sell | 
         | 
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| 
        
          
      
        2023
         Q3  | $6.93M | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $7.7M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $6.76M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $5.43M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $4.19M | Buy | 
         | 
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| 
        
          
      
        2022
         Q2  | $1.2M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $2.42M | Buy | 
         | 
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| 
        
          
      
        2021
         Q4  | $2.33M | Sell | 
         | 
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| 
        
          
      
        2021
         Q3  | $2.6M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $2.89M | Sell | 
         | 
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| 
        
          
      
        2021
         Q1  | $2.83M | Sell | 
         | 
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| 
        
          
      
        2020
         Q4  | $2.94M | Sell | 
         | 
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| 
        
          
      
        2020
         Q3  | $2.71M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $1.81M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $346K | Buy | 
         |