Grassi Investment Management’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
Q2 | $7.27M | Sell |
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|
2025
Q1 | $6.21M | Sell |
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|
2024
Q4 | $7.02M | Sell |
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|
2024
Q3 | $6.86M | Sell |
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|
2024
Q2 | $6.92M | Buy |
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|
2024
Q1 | $6.36M | Sell |
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|
2023
Q4 | $5.91M | Buy |
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|
2023
Q3 | $4.98M | Sell |
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|
2023
Q2 | $5.32M | Sell |
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|
2023
Q1 | $4.66M | Sell |
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|
2022
Q4 | $3.93M | Sell |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $4.03M | Sell |
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|
2022
Q1 | $5.19M | Sell |
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|
2021
Q4 | $5.68M | Buy |
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|
2021
Q3 | $4.67M | Buy |
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|
2021
Q2 | $4.57M | Buy |
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|
2021
Q1 | $4.08M | Buy |
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|
2020
Q4 | $3.87M | Buy |
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|
2020
Q3 | $3.39M | Sell |
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|
2020
Q2 | $3.13M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.31M | Buy |
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