Larson Financial Group’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 | $9.87M | Buy |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $9.34M | Buy |
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|
2024
Q2 | $4.08M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | $12K | Buy |
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|
2020
Q3 | $2K | Buy |
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