Financial Perspectives’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 | $42.5K | Hold |
320
| – | – | 0.01% | 334 |
|
|
2025
Q4 | $46.1K | Hold |
320
| – | – | 0.01% | 325 |
|
|
2025
Q3 | $45.1K | Hold |
320
| – | – | 0.01% | 325 |
|
|
2025
Q2 | $40.5K | Hold |
320
| – | – | 0.01% | 330 |
|
|
2025
Q1 | $33K | Sell |
320
-632
| -66% | -$71.7K | 0.01% | 344 |
|
|
2024
Q4 | $111K | Buy |
952
+2
| +0.2% | +$233 | 0.04% | 202 |
|
|
2024
Q3 | $107K | Hold |
950
| – | – | 0.04% | 204 |
|
|
2024
Q2 | $107K | Buy |
950
+2
| +0.2% | +$211 | 0.04% | 195 |
|
|
2024
Q1 | $98.7K | Hold |
948
| – | – | 0.04% | 205 |
|
|
2023
Q4 | $91.1K | Buy |
948
+2
| +0.2% | +$178 | 0.04% | 210 |
|
|
2023
Q3 | $77.5K | Buy |
946
+2
| +0.2% | +$172 | 0.04% | 211 |
|
|
2023
Q2 | $82.1K | Buy |
944
+2
| +0.2% | +$158 | 0.04% | 214 |
|
|
2023
Q1 | $71.2K | Hold |
942
| – | – | 0.03% | 228 |
|
|
2022
Q4 | $58.6K | Buy |
942
+2
| +0.2% | +$127 | 0.03% | 234 |
|
|
2022
Q3 | $55.8K | Buy |
940
+2
| +0.2% | +$136 | 0.03% | 225 |
|
|
2022
Q2 | $59.6K | Buy |
938
+2
| +0.2% | +$139 | 0.03% | 223 |
|
|
2022
Q1 | $74.4K | Hold |
936
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $81.3K | Buy |
936
+2
| +0.2% | +$165 | 0.04% | 196 |
|
|
2021
Q3 | $69.8K | Hold |
934
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $68.9K | Sell |
934
-122,890
| -99% | -$8.61M | 0.03% | 224 |
|
|
2021
Q1 | $466K | Buy |
123,824
+122,892
| +13,186% | +$8.11M | 0.02% | 299 |
|
|
2020
Q4 | $60.5K | Buy |
932
+612
| +191% | +$37.3K | 0.03% | 207 |
|
|
2020
Q3 | $18.7K | Hold |
320
| – | – | 0.01% | 301 |
|
|
2020
Q2 | $16.7K | Hold |
320
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $12.9K | Hold |
320
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $14.7K | Buy |
+320
| New | +$13.7K | 0.01% | 291 |
|