Obermeyer Wealth Partners’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 | $786K | Buy |
3,104
+300
| +11% | +$76K | 0.04% | 123 |
|
|
2025
Q1 | $579K | Buy |
2,804
+5
| +0.2% | +$1.03K | 0.03% | 136 |
|
|
2024
Q4 | $651K | Buy |
2,799
+47
| +2% | +$10.9K | 0.03% | 125 |
|
|
2024
Q3 | $621K | Sell |
2,752
-465
| -14% | -$105K | 0.03% | 134 |
|
|
2024
Q2 | $728K | Buy |
3,217
+572
| +22% | +$129K | 0.04% | 118 |
|
|
2024
Q1 | $551K | Buy |
2,645
+100
| +4% | +$20.8K | 0.03% | 134 |
|
|
2023
Q4 | $490K | Hold |
2,545
| – | – | 0.03% | 116 |
|
|
2023
Q3 | $417K | Hold |
2,545
| – | – | 0.03% | 124 |
|
|
2023
Q2 | $442K | Hold |
2,545
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $384K | Hold |
2,545
| – | – | 0.03% | 133 |
|
|
2022
Q4 | $317K | Buy |
+2,545
| New | +$317K | 0.02% | 155 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$3K | – | 291 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 333 |
|