Curtis Advisory Group’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
Sell
-2,354
Closed -$274K 103
2024
Q4
$274K Sell
2,354
-38
-2% -$4.42K 0.07% 86
2024
Q3
$270K Sell
2,392
-468
-16% -$51.4K 0.08% 86
2024
Q2
$324K Sell
2,860
-118
-4% -$12.4K 0.11% 72
2024
Q1
$310K Sell
2,978
-436
-13% -$44.1K 0.12% 75
2023
Q4
$329K Buy
3,414
+366
+12% +$32.6K 0.15% 72
2023
Q3
$250K Sell
3,048
-62
-2% -$5.32K 0.08% 73
2023
Q2
$270K Sell
3,110
-34
-1% -$2.68K 0.09% 75
2023
Q1
$237K Buy
+3,144
New +$216K 0.09% 79
2022
Q2
Sell
-246,024
Closed -$19.6M 98
2022
Q1
$19.6M Buy
246,024
+25,700
+12% +$2.02M 6.6% 3
2021
Q4
$19.2M Buy
220,324
+510
+0.2% +$42K 6.29% 4
2021
Q3
$16.4M Buy
219,814
+216,308
+6,170% +$16.7M 5.96% 5
2021
Q2
$259K Hold
3,506
0.11% 63
2021
Q1
$233K Hold
3,506
0.1% 64
2020
Q4
$228K Hold
3,506
0.11% 68
2020
Q3
$205K Buy
+3,506
New +$198K 0.12% 58

Other funds holding XLK

Curtis Advisory Group's XLK Position: Q1 2025 in Review

Curtis Advisory Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 2,354 shares — an estimated $274K sold.

Curtis Advisory Group first reported a position in XLK in Q3 2020 and held it in 15 quarters. The position peaked at $19.6M in Q1 2022. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Curtis Advisory Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Curtis Advisory Group sold 2,354 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $274K.
  • Curtis Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and held it in 15 quarters.
  • Curtis Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $19.6M in Q1 2022.
  • 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Curtis Advisory Group's 13F filing for Q1 2025, filed 1 May 2025.