Obermeyer Wealth Partners’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
Q3 | $875K | Hold |
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2025
Q2 | $786K | Buy |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $728K | Buy |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $442K | Hold |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $317K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $3K | Buy |
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