OneDigital Investment Advisors’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 | $6.1M | Sell |
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|
2025
Q1 | $5.28M | Buy |
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|
2024
Q4 | $5.94M | Buy |
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|
2024
Q3 | $5.66M | Sell |
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|
2024
Q2 | $5.67M | Buy |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $4.57M | Buy |
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|
2023
Q3 | $3.72M | Sell |
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|
2023
Q2 | $4.29M | Buy |
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|
2023
Q1 | $3.67M | Buy |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $1.54M | Sell |
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|
2022
Q2 | $1.86M | Sell |
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|
2022
Q1 | $2.34M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.92M | Sell |
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|
2020
Q3 | $1.78M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | $972K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $913K | Buy |
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|
2019
Q2 | $769K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $20K | Buy |
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|
2017
Q3 | $14K | Sell |
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|
2017
Q2 | $16K | Buy |
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