IA
IFP Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Sell |
33,036
-76,382
| -70% | -$19.3M | 0.24% | 85 |
|
|
2025
Q1 | $22.6M | Buy |
109,418
+8,673
| +9% | +$1.79M | 0.7% | 18 |
|
|
2024
Q4 | $23.4M | Buy |
100,745
+10,492
| +12% | +$2.44M | 0.77% | 18 |
|
|
2024
Q3 | $20.4M | Buy |
90,253
+49,036
| +119% | +$11.1M | 0.73% | 20 |
|
|
2024
Q2 | $9.32M | Buy |
41,217
+26,728
| +184% | +$6.05M | 0.37% | 54 |
|
|
2024
Q1 | $3.02M | Buy |
14,489
+609
| +4% | +$127K | 0.13% | 166 |
|
|
2023
Q4 | $2.67M | Buy |
13,880
+97
| +0.7% | +$18.7K | 0.13% | 172 |
|
|
2023
Q3 | $2.26M | Buy |
13,783
+1,001
| +8% | +$164K | 0.1% | 209 |
|
|
2023
Q2 | $2.22M | Sell |
12,782
-5,112
| -29% | -$889K | 0.09% | 236 |
|
|
2023
Q1 | $519K | Sell |
17,894
-23,563
| -57% | -$683K | 0.02% | 594 |
|
|
2022
Q4 | $1.26M | Sell |
41,457
-3,814
| -8% | -$115K | 0.03% | 535 |
|
|
2022
Q3 | $1.38M | Buy |
45,271
+4,277
| +10% | +$130K | 0.04% | 530 |
|
|
2022
Q2 | $1.24M | Hold |
40,994
| – | – | 0.04% | 511 |
|
|
2022
Q1 | $1.24M | Sell |
40,994
-64,046
| -61% | -$1.94M | 0.04% | 511 |
|
|
2021
Q4 | $18.3M | Buy |
105,040
+4,495
| +4% | +$782K | 0.36% | 29 |
|
|
2021
Q3 | $15M | Sell |
100,545
-4,157
| -4% | -$621K | 0.3% | 33 |
|
|
2021
Q2 | $15.5M | Buy |
104,702
+3,241
| +3% | +$479K | 0.32% | 27 |
|
|
2021
Q1 | $13.5M | Buy |
101,461
+8,945
| +10% | +$1.19M | 0.26% | 32 |
|
|
2020
Q4 | $12M | Buy |
92,516
+10,717
| +13% | +$1.39M | 0.49% | 29 |
|
|
2020
Q3 | $9.55M | Buy |
81,799
+59,413
| +265% | +$6.93M | 0.57% | 29 |
|
|
2020
Q2 | $2.3M | Buy |
22,386
+3,085
| +16% | +$317K | 0.18% | 123 |
|
|
2020
Q1 | $1.59M | Sell |
19,301
-25,187
| -57% | -$2.07M | 0.16% | 142 |
|
|
2019
Q4 | $4.09M | Buy |
44,488
+22,572
| +103% | +$2.07M | 0.31% | 73 |
|
|
2019
Q3 | $1.75M | Buy |
+21,916
| New | +$1.75M | 0.12% | 194 |
|
|
2019
Q1 | $622K | Sell |
8,389
-81,837
| -91% | -$6.07M | 0.08% | 247 |
|
|
2018
Q4 | $5.54M | Sell |
90,226
-22,959
| -20% | -$1.41M | 0.34% | 61 |
|
|
2018
Q3 | $8.53M | Sell |
113,185
-9,594
| -8% | -$723K | 0.35% | 58 |
|
|
2018
Q2 | $8.53M | Buy |
122,779
+4,290
| +4% | +$298K | 0.36% | 55 |
|
|
2018
Q1 | $7.58M | Hold |
118,489
| – | – | 0.34% | 60 |
|
|
2017
Q4 | $7.58M | Sell |
118,489
-7,021
| -6% | -$449K | 0.34% | 60 |
|
|
2017
Q3 | $7.42M | Buy |
125,510
+3,023
| +2% | +$179K | 0.29% | 70 |
|
|
2017
Q2 | $6.7M | Sell |
122,487
-38,400
| -24% | -$2.1M | 0.28% | 73 |
|
|
2017
Q1 | $8.58M | Buy |
160,887
+32,572
| +25% | +$1.74M | 0.37% | 54 |
|
|
2016
Q4 | $6.21M | Buy |
128,315
+80,661
| +169% | +$3.9M | 0.3% | 68 |
|
|
2016
Q3 | $2.28M | Sell |
47,654
-1,422
| -3% | -$67.9K | 0.12% | 185 |
|
|
2016
Q2 | $2.13M | Buy |
49,076
+40,687
| +485% | +$1.76M | 0.12% | 194 |
|
|
2016
Q1 | $622K | Sell |
8,389
-48,999
| -85% | -$3.63M | 0.08% | 247 |
|
|
2015
Q4 | $2.46M | Buy |
+57,388
| New | +$2.46M | 0.17% | 133 |
|