Glassman Wealth Services’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 | $146K | Buy |
1,102
+18
| +2% | +$2.54K | 0.02% | 79 |
|
|
2025
Q4 | $156K | Hold |
1,084
| – | – | 0.02% | 83 |
|
|
2025
Q3 | $153K | Hold |
1,084
| – | – | 0.02% | 80 |
|
|
2025
Q2 | $137K | Hold |
1,084
| – | – | 0.02% | 81 |
|
|
2025
Q1 | $112K | Hold |
1,084
| – | – | 0.02% | 88 |
|
|
2024
Q4 | $126K | Hold |
1,084
| – | – | 0.02% | 77 |
|
|
2024
Q3 | $122K | Hold |
1,084
| – | – | 0.02% | 81 |
|
|
2024
Q2 | $123K | Sell |
1,084
-60
| -5% | -$6.32K | 0.02% | 84 |
|
|
2024
Q1 | $119K | Hold |
1,144
| – | – | 0.02% | 82 |
|
|
2023
Q4 | $110K | Hold |
1,144
| – | – | 0.02% | 282 |
|
|
2023
Q3 | $93.8K | Buy |
1,144
+60
| +6% | +$5.14K | 0.02% | 286 |
|
|
2023
Q2 | $94.2K | Sell |
1,084
-164
| -13% | -$12.9K | 0.02% | 271 |
|
|
2023
Q1 | $94.2K | Buy |
1,248
+164
| +15% | +$11.3K | 0.02% | 273 |
|
|
2022
Q4 | $67.4K | Hold |
1,084
| – | – | 0.01% | 349 |
|
|
2022
Q3 | $64K | Hold |
1,084
| – | – | 0.01% | 337 |
|
|
2022
Q2 | $69K | Sell |
1,084
-82
| -7% | -$5.71K | 0.01% | 329 |
|
|
2022
Q1 | $93K | Buy |
1,166
+82
| +8% | +$6.44K | 0.02% | 274 |
|
|
2021
Q4 | $94K | Hold |
1,084
| – | – | 0.02% | 253 |
|
|
2021
Q3 | $81K | Sell |
1,084
-1,108
| -51% | -$85.5K | 0.02% | 270 |
|
|
2021
Q2 | $162K | Buy |
2,192
+112
| +5% | +$7.84K | 0.03% | 167 |
|
|
2021
Q1 | $138K | Sell |
2,080
-1,398
| -40% | -$92.3K | 0.03% | 181 |
|
|
2020
Q4 | $226K | Buy |
3,478
+1,198
| +53% | +$73K | 0.05% | 129 |
|
|
2020
Q3 | $133K | Buy |
2,280
+1,310
| +135% | +$74K | 0.04% | 161 |
|
|
2020
Q2 | $51K | Hold |
970
| – | – | 0.02% | 249 |
|
|
2020
Q1 | $39K | Hold |
970
| – | – | 0.02% | 264 |
|
|
2019
Q4 | $44K | Hold |
970
| – | – | 0.02% | 275 |
|
|
2019
Q3 | $39K | Hold |
970
| – | – | 0.02% | 270 |
|
|
2019
Q2 | $38K | Hold |
970
| – | – | 0.02% | 287 |
|
|
2019
Q1 | $36K | Hold |
970
| – | – | 0.02% | 277 |
|
|
2018
Q4 | $30K | Hold |
970
| – | – | 0.02% | 247 |
|
|
2018
Q3 | $37K | Sell |
970
-18
| -2% | -$660 | 0.02% | 244 |
|
|
2018
Q2 | $34K | Sell |
988
-1,940
| -66% | -$66.6K | 0.02% | 231 |
|
|
2018
Q1 | $96K | Buy |
2,928
+1,940
| +196% | +$65.2K | 0.06% | 128 |
|
|
2017
Q4 | $32K | Hold |
988
| – | – | 0.02% | 200 |
|
|
2017
Q3 | $29K | Hold |
988
| – | – | 0.02% | 195 |
|
|
2017
Q2 | $27K | Hold |
988
| – | – | 0.02% | 204 |
|
|
2017
Q1 | $26K | Buy |
988
+18
| +2% | +$464 | 0.02% | 222 |
|
|
2016
Q4 | $23K | Hold |
970
| – | – | 0.02% | 254 |
|
|
2016
Q3 | $23K | Hold |
970
| – | – | 0.02% | 217 |
|
|
2016
Q2 | $21K | Hold |
970
| – | – | 0.02% | 217 |
|
|
2016
Q1 | $22K | Hold |
970
| – | – | 0.02% | 207 |
|
|
2015
Q4 | $21K | Hold |
970
| – | – | 0.02% | 222 |
|
|
2015
Q3 | $19K | Hold |
970
| – | – | 0.02% | 228 |
|
|
2015
Q2 | $20K | Hold |
970
| – | – | 0.02% | 228 |
|
|
2015
Q1 | $20K | Hold |
970
| – | – | 0.02% | 229 |
|
|
2014
Q4 | $20K | Buy |
+970
| New | +$19.7K | 0.01% | 244 |
|
Other funds holding XLK
