Financial Gravity Asset Management’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 | $61K | Buy |
459
+164
| +56% | +$23.1K | 0.01% | 281 |
|
|
2025
Q4 | $42.4K | Buy |
295
+1
| +0.3% | +$144 | 0.01% | 271 |
|
|
2025
Q3 | $41.5K | Buy |
+294
| New | +$38.9K | 0.01% | 321 |
|
|
2025
Q1 | $38.4K | Buy |
+372
| New | +$42.2K | 0.01% | 358 |
|
|
2024
Q2 | – | Sell |
-3,506
| Closed | -$365K | – | 2559 |
|
|
2024
Q1 | $365K | Buy |
3,506
+122
| +4% | +$12.3K | 0.05% | 134 |
|
|
2023
Q4 | $297K | Buy |
3,384
+1,470
| +77% | +$131K | ﹤0.01% | 477 |
|
|
2023
Q3 | $156K | Buy |
+1,914
| New | +$164K | ﹤0.01% | 475 |
|
|
2023
Q2 | – | Sell |
-618
| Closed | -$441 | – | 1780 |
|
|
2023
Q1 | $441 | Buy |
+618
| New | +$42.5K | 0.01% | 465 |
|
|
2022
Q4 | – | Sell |
-238
| Closed | -$328 | – | 1543 |
|
|
2022
Q3 | $328 | Sell |
238
-16
| -6% | -$1.09K | 0.01% | 459 |
|
|
2022
Q2 | $351 | Sell |
254
-5,788
| -96% | -$403K | 0.01% | 442 |
|
|
2022
Q1 | $14.4K | Buy |
6,042
+5,694
| +1,636% | +$447K | 0.4% | 59 |
|
|
2021
Q4 | $481 | Sell |
348
-174
| -33% | -$14.3K | 0.01% | 490 |
|
|
2021
Q3 | $149K | Buy |
522
+516
| +8,600% | +$39.8K | 0.07% | 250 |
|
|
2021
Q2 | $148K | Sell |
6
-362
| -98% | -$25.4K | 0.05% | 245 |
|
|
2021
Q1 | $391 | Buy |
368
+200
| +119% | +$13.2K | 0.01% | 406 |
|
|
2020
Q4 | $11K | Buy |
+168
| New | +$10.2K | 0.01% | 172 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | -$222 | – | 955 |
|
|
2020
Q1 | $222 | Sell |
6
-1,730
| -100% | -$79K | ﹤0.01% | 702 |
|
|
2019
Q4 | $94K | Sell |
1,736
-1,690
| -49% | -$72.3K | 0.06% | 349 |
|
|
2019
Q3 | $138K | Sell |
3,426
-5,866
| -63% | -$235K | 0.12% | 167 |
|
|
2019
Q2 | $363K | Sell |
9,292
-3,798
| -29% | -$145K | 0.3% | 83 |
|
|
2019
Q1 | $491K | Buy |
+13,090
| New | +$448K | 0.4% | 63 |
|
|
2018
Q3 | $570K | Buy |
17,032
+16,898
| +12,610% | +$620K | 0.6% | 26 |
|
|
2018
Q2 | $5K | Buy |
134
+64
| +91% | +$2.2K | ﹤0.01% | 785 |
|
|
2018
Q1 | $2K | Buy |
+70
| New | +$2.35K | ﹤0.01% | 1015 |
|
Other funds holding XLK
