Buffington Mohr McNeal’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $21.9M | Sell |
212,596
-1,002
| -0.5% | -$114K | 4.33% | 5 |
|
|
2024
Q4 | $24.8M | Buy |
213,598
+440
| +0.2% | +$51.2K | 4.12% | 5 |
|
|
2024
Q3 | $24.1M | Sell |
213,158
-1,456
| -0.7% | -$160K | 3.96% | 5 |
|
|
2024
Q2 | $24.3M | Sell |
214,614
-778
| -0.4% | -$81.9K | 4.26% | 4 |
|
|
2024
Q1 | $22.4M | Sell |
215,392
-4,036
| -2% | -$408K | 4.06% | 4 |
|
|
2023
Q4 | $21.1M | Sell |
219,428
-2,488
| -1% | -$221K | 4.24% | 4 |
|
|
2023
Q3 | $18.2M | Sell |
221,916
-2,448
| -1% | -$210K | 4.14% | 4 |
|
|
2023
Q2 | $19.5M | Sell |
224,364
-3,926
| -2% | -$309K | 4.21% | 4 |
|
|
2023
Q1 | $17.2M | Sell |
228,290
-2,092
| -0.9% | -$144K | 3.95% | 5 |
|
|
2022
Q4 | $14.3M | Sell |
230,382
-4,458
| -2% | -$283K | 3.33% | 7 |
|
|
2022
Q3 | $13.9M | Sell |
234,840
-5,712
| -2% | -$390K | 3.36% | 7 |
|
|
2022
Q2 | $15.3M | Sell |
240,552
-11,658
| -5% | -$812K | 3.35% | 7 |
|
|
2022
Q1 | $20M | Sell |
252,210
-13,404
| -5% | -$1.05M | 3.79% | 5 |
|
|
2021
Q4 | $23.1M | Sell |
265,614
-2,880
| -1% | -$237K | 3.95% | 5 |
|
|
2021
Q3 | $20M | Sell |
268,494
-45,322
| -14% | -$3.5M | 3.84% | 5 |
|
|
2021
Q2 | $23.2M | Sell |
313,816
-5,542
| -2% | -$388K | 4.54% | 4 |
|
|
2021
Q1 | $21.2M | Buy |
319,358
+9,864
| +3% | +$651K | 4.55% | 3 |
|
|
2020
Q4 | $20.1M | Buy |
309,494
+16,820
| +6% | +$1.02M | 4.68% | 3 |
|
|
2020
Q3 | $17.1M | Sell |
292,674
-3,468
| -1% | -$196K | 4.5% | 4 |
|
|
2020
Q2 | $15.5M | Buy |
296,142
+60
| +0% | +$2.82K | 4.36% | 4 |
|
|
2020
Q1 | $11.9M | Sell |
296,082
-9,440
| -3% | -$431K | 3.96% | 6 |
|
|
2019
Q4 | $14M | Sell |
305,522
-3,050
| -1% | -$131K | 3.96% | 5 |
|
|
2019
Q3 | $12.4M | Sell |
308,572
-1,304
| -0.4% | -$52.2K | 3.8% | 5 |
|
|
2019
Q2 | $12.1M | Sell |
309,876
-4,796
| -2% | -$183K | 3.78% | 4 |
|
|
2019
Q1 | $11.6M | Sell |
314,672
-6,910
| -2% | -$236K | 3.75% | 4 |
|
|
2018
Q4 | $9.97M | Sell |
321,582
-11,944
| -4% | -$404K | 4.01% | 3 |
|
|
2018
Q3 | $12.6M | Sell |
333,526
-6,230
| -2% | -$228K | 4.34% | 3 |
|
|
2018
Q2 | $11.8M | Sell |
339,756
-3,180
| -0.9% | -$109K | 4.43% | 3 |
|
|
2018
Q1 | $11.2M | Sell |
342,936
-12,490
| -4% | -$419K | 4.29% | 3 |
|
|
2017
Q4 | $11.4M | Sell |
355,426
-2,264
| -0.6% | -$71K | 4.35% | 3 |
|
|
2017
Q3 | $11.2M | Sell |
357,690
-4,340
| -1% | -$125K | 4.35% | 3 |
|
|
2017
Q2 | $9.9M | Buy |
362,030
+1,160
| +0.3% | +$31.9K | 3.91% | 4 |
|
|
2017
Q1 | $9.62M | Buy |
360,870
+4,312
| +1% | +$111K | 4.23% | 4 |
|
|
2016
Q4 | $8.62M | Sell |
356,558
-5,722
| -2% | -$137K | 3.29% | 5 |
|
|
2016
Q3 | $8.65M | Sell |
362,280
-1,518
| -0.4% | -$35.3K | 3.64% | 5 |
|
|
2016
Q2 | $7.89M | Buy |
363,798
+7,680
| +2% | +$167K | 3.48% | 5 |
|
|
2016
Q1 | $7.9M | Buy |
356,118
+1,618
| +0.5% | +$33.4K | 3.47% | 5 |
|
|
2015
Q4 | $7.59M | Sell |
354,500
-1,690
| -0.5% | -$36.4K | 4.06% | 5 |
|
|
2015
Q3 | $7.04M | Buy |
356,190
+8,270
| +2% | +$170K | 4.61% | 5 |
|
|
2015
Q2 | $7.2M | Buy |
347,920
+9,980
| +3% | +$213K | 4% | 7 |
|
|
2015
Q1 | $7M | Buy |
337,940
+3,028
| +0.9% | +$63.1K | 3.89% | 8 |
|
|
2014
Q4 | $6.92M | Buy |
334,912
+3,570
| +1% | +$72.4K | 3.98% | 8 |
|
|
2014
Q3 | $6.61M | Buy |
331,342
+14,980
| +5% | +$297K | 3.75% | 8 |
|
|
2014
Q2 | $6.07M | Buy |
316,362
+12,470
| +4% | +$231K | 3.36% | 9 |
|
|
2014
Q1 | $5.52M | Buy |
303,892
+58,990
| +24% | +$1.05M | 3.3% | 9 |
|
|
2013
Q4 | $4.38M | Buy |
244,902
+58,660
| +31% | +$994K | 2.7% | 10 |
|
|
2013
Q3 | $2.98M | Buy |
186,242
+116,340
| +166% | +$1.86M | 1.87% | 11 |
|
|
2013
Q2 | $1.07M | Buy |
+69,902
| New | +$1.08M | 0.71% | 33 |
|
Other funds holding XLK
CM
Buffington Mohr McNeal's XLK Position: Q1 2025 in Review
Buffington Mohr McNeal reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.47% in Q1 2025, selling an estimated $114K and leaving 212,596 shares worth $21.9M. The position accounts for 4.33% of the portfolio, ranked #5.
Buffington Mohr McNeal first reported a position in XLK in Q2 2013 and has held it in 48 quarters since. The position peaked at $24.8M in Q4 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.
- Buffington Mohr McNeal held 212,596 shares of State Street Technology Select Sector SPDR ETF worth $21.9M as of Q1 2025.
- Buffington Mohr McNeal sold 1,002 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $114K.
- State Street Technology Select Sector SPDR ETF made up 4.33% of Buffington Mohr McNeal's portfolio in Q1 2025, its #5 holding.
- Buffington Mohr McNeal first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 48 quarters since.
- Buffington Mohr McNeal's State Street Technology Select Sector SPDR ETF position peaked at $24.8M in Q4 2024.
- 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.