Oldfather Financial Services’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 | $888K | Buy |
3,506
+947
| +37% | +$240K | 0.31% | 37 |
|
|
2025
Q1 | $528K | Buy |
2,559
+72
| +3% | +$14.9K | 0.2% | 46 |
|
|
2024
Q4 | $578K | Hold |
2,487
| – | – | 0.22% | 41 |
|
|
2024
Q3 | $561K | Hold |
2,487
| – | – | 0.22% | 40 |
|
|
2024
Q2 | $563K | Hold |
2,487
| – | – | 0.23% | 40 |
|
|
2024
Q1 | $518K | Hold |
2,487
| – | – | 0.21% | 41 |
|
|
2023
Q4 | $479K | Hold |
2,487
| – | – | 0.21% | 41 |
|
|
2023
Q3 | $408K | Sell |
2,487
-700
| -22% | -$115K | 0.21% | 44 |
|
|
2023
Q2 | $554K | Hold |
3,187
| – | – | 0.27% | 38 |
|
|
2023
Q1 | $481K | Buy |
3,187
+700
| +28% | +$106K | 0.25% | 42 |
|
|
2022
Q4 | $309K | Sell |
2,487
-911
| -27% | -$113K | 0.18% | 48 |
|
|
2022
Q3 | $404K | Buy |
3,398
+911
| +37% | +$108K | 0.25% | 43 |
|
|
2022
Q2 | $348K | Hold |
2,487
| – | – | 0.2% | 46 |
|
|
2022
Q1 | $367K | Hold |
2,487
| – | – | 0.2% | 47 |
|
|
2021
Q4 | $395K | Hold |
2,487
| – | – | 0.21% | 48 |
|
|
2021
Q3 | $416K | Hold |
2,487
| – | – | 0.21% | 47 |
|
|
2021
Q2 | $381K | Sell |
2,487
-5
| -0.2% | -$766 | 0.21% | 46 |
|
|
2021
Q1 | $350K | Hold |
2,492
| – | – | 0.2% | 50 |
|
|
2020
Q4 | $337K | Hold |
2,492
| – | – | 0.2% | 52 |
|
|
2020
Q3 | $304K | Hold |
2,492
| – | – | 0.22% | 50 |
|
|
2020
Q2 | $268K | Hold |
2,492
| – | – | 0.21% | 51 |
|
|
2020
Q1 | $233K | Hold |
2,492
| – | – | 0.22% | 51 |
|
|
2019
Q4 | $242K | Buy |
+2,492
| New | +$242K | 0.22% | 48 |
|