Carl P. Sherr & Co’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
Q3 | $437K | Hold |
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|
2025
Q2 | $393K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $254K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $392K | Hold |
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|
2020
Q4 | $384K | Hold |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $392K | Hold |
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|
2020
Q1 | $301K | Hold |
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|
2019
Q4 | $344K | Buy |
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