Delta Financial Group’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
Q1
$410K Hold
1,886
0.09% 155
2024
Q4
$438K Hold
1,886
0.1% 142
2024
Q3
$426K Sell
1,886
-89
-5% -$20.1K 0.16% 75
2024
Q2
$447K Sell
1,975
-25
-1% -$5.66K 0.19% 71
2024
Q1
$416K Buy
2,000
+26
+1% +$5.41K 0.12% 138
2023
Q4
$380K Buy
1,974
+162
+9% +$31.2K 0.12% 129
2023
Q3
$297K Sell
1,812
-64
-3% -$10.5K 0.1% 150
2023
Q2
$326K Buy
1,876
+366
+24% +$63.6K 0.38% 56
2023
Q1
$228K Sell
1,510
-111
-7% -$16.8K 0.09% 155
2022
Q4
$200K Buy
+1,621
New +$200K 0.09% 168