Oxford 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 | $862K | Hold |
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|
2025
Q1 | $703K | Hold |
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|
2024
Q4 | $792K | Hold |
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|
2024
Q3 | $769K | Buy |
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|
2024
Q2 | $764K | Buy |
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|
2024
Q1 | $669K | Hold |
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|
2023
Q4 | $618K | Hold |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $10.3K | Hold |
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|
2022
Q4 | $8.46K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $5K | Buy |
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