Everett Harris & Co’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
         Q3  | $1.28M | Hold | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $1.15M | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $958K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $1.08M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $886K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $888K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $817K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $755K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $643K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $682K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $593K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $488K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $466K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $499K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $624K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $769K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $560K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $554K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $498K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $488K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $438K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $392K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $301K | Buy | 
         |