Estate Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.34M | Sell |
40,170
-67,405
| -63% | -$9.5M | 0.48% | 31 |
|
|
2025
Q4 | $15.5M | Buy |
107,575
+61,835
| +135% | +$8.93M | 1.3% | 7 |
|
|
2025
Q3 | $6.45M | Buy |
45,740
+3,270
| +8% | +$433K | 0.55% | 27 |
|
|
2025
Q2 | $5.38M | Sell |
42,470
-33,548
| -44% | -$3.72M | 0.53% | 27 |
|
|
2025
Q1 | $7.85M | Sell |
76,018
-456
| -0.6% | -$51.7K | 0.81% | 17 |
|
|
2024
Q4 | $8.89M | Buy |
76,474
+826
| +1% | +$96.1K | 0.95% | 12 |
|
|
2024
Q3 | $8.54M | Sell |
75,648
-102
| -0.1% | -$11.2K | 0.88% | 13 |
|
|
2024
Q2 | $8.57M | Buy |
75,750
+580
| +0.8% | +$61.1K | 0.94% | 9 |
|
|
2024
Q1 | $7.83M | Sell |
75,170
-610
| -0.8% | -$61.7K | 0.9% | 10 |
|
|
2023
Q4 | $7.29M | Buy |
75,780
+3,380
| +5% | +$301K | 0.9% | 26 |
|
|
2023
Q3 | $5.93M | Buy |
72,400
+2,240
| +3% | +$192K | 0.79% | 30 |
|
|
2023
Q2 | $6.1M | Buy |
+70,160
| New | +$5.53M | 0.77% | 33 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$25K | – | 194 |
|
|
2022
Q2 | $25K | Sell |
400
-90,858
| -100% | -$6.33M | ﹤0.01% | 154 |
|
|
2022
Q1 | $7.25M | Buy |
91,258
+690
| +0.8% | +$54.2K | 0.94% | 36 |
|
|
2021
Q4 | $7.87M | Buy |
90,568
+5,708
| +7% | +$470K | 0.96% | 34 |
|
|
2021
Q3 | $6.33M | Buy |
84,860
+84,480
| +22,232% | +$6.52M | 0.79% | 36 |
|
|
2021
Q2 | $28K | Hold |
380
| – | – | ﹤0.01% | 164 |
|
|
2021
Q1 | $25K | Sell |
380
-66,520
| -99% | -$4.39M | ﹤0.01% | 161 |
|
|
2020
Q4 | $4.35M | Sell |
66,900
-3,030
| -4% | -$185K | 0.65% | 44 |
|
|
2020
Q3 | $4.08M | Buy |
69,930
+2,940
| +4% | +$166K | 0.63% | 42 |
|
|
2020
Q2 | $3.5M | Sell |
66,990
-97,320
| -59% | -$4.58M | 0.56% | 43 |
|
|
2020
Q1 | $6.6M | Buy |
164,310
+1,950
| +1% | +$89K | 1.09% | 33 |
|
|
2019
Q4 | $7.44M | Buy |
+162,360
| New | +$6.95M | 1.09% | 35 |
|
|
2019
Q2 | – | Sell |
-188,760
| Closed | -$6.98M | – | 71 |
|
|
2019
Q1 | $6.98M | Buy |
188,760
+40,600
| +27% | +$1.39M | 1.2% | 33 |
|
|
2018
Q4 | $4.59M | Buy |
148,160
+4,300
| +3% | +$145K | 0.93% | 42 |
|
|
2018
Q3 | $5.42M | Sell |
143,860
-5,200
| -3% | -$191K | 0.98% | 35 |
|
|
2018
Q2 | $5.18M | Sell |
149,060
-240
| -0.2% | -$8.23K | 0.98% | 38 |
|
|
2018
Q1 | $4.88M | Buy |
149,300
+30,000
| +25% | +$1.01M | 0.91% | 39 |
|
|
2017
Q4 | $3.81M | Buy |
119,300
+10,300
| +9% | +$323K | 0.76% | 43 |
|
|
2017
Q3 | $3.22M | Hold |
109,000
| – | – | 0.64% | 40 |
|
|
2017
Q2 | $2.98M | Buy |
109,000
+29,000
| +36% | +$798K | 0.68% | 40 |
|
|
2017
Q1 | $2.13M | Hold |
80,000
| – | – | 0.55% | 41 |
|
|
2016
Q4 | $1.93M | Buy |
+80,000
| New | +$1.91M | 0.53% | 47 |
|
Other funds holding XLK
