JNBA Financial Advisors’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 | $130K | Sell |
978
-40
| -4% | -$5.64K | 0.01% | 213 |
|
|
2025
Q4 | $147K | Hold |
1,018
| – | – | 0.01% | 200 |
|
|
2025
Q3 | $143K | Hold |
1,018
| – | – | 0.01% | 197 |
|
|
2025
Q2 | $129K | Buy |
1,018
+186
| +22% | +$20.6K | 0.01% | 201 |
|
|
2025
Q1 | $85.9K | Buy |
832
+6
| +0.7% | +$680 | 0.01% | 229 |
|
|
2024
Q4 | $96K | Hold |
826
| – | – | 0.01% | 221 |
|
|
2024
Q3 | $93.2K | Hold |
826
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $93.4K | Hold |
826
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $86K | Hold |
826
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $79.5K | Sell |
826
-42
| -5% | -$3.74K | 0.01% | 248 |
|
|
2023
Q3 | $71.1K | Sell |
868
-62
| -7% | -$5.32K | 0.01% | 249 |
|
|
2023
Q2 | $80.8K | Buy |
930
+398
| +75% | +$31.4K | 0.01% | 244 |
|
|
2023
Q1 | $40.2K | Hold |
532
| – | – | 0.01% | 308 |
|
|
2022
Q4 | $33.1K | Hold |
532
| – | – | ﹤0.01% | 318 |
|
|
2022
Q3 | $32K | Buy |
532
+332
| +166% | +$22.7K | ﹤0.01% | 320 |
|
|
2022
Q2 | $13K | Sell |
200
-402
| -67% | -$28K | ﹤0.01% | 460 |
|
|
2022
Q1 | $48K | Sell |
602
-358
| -37% | -$28.1K | 0.01% | 295 |
|
|
2021
Q4 | $83K | Sell |
960
-12
| -1% | -$988 | 0.01% | 251 |
|
|
2021
Q3 | $73K | Hold |
972
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $72K | Buy |
972
+772
| +386% | +$54.1K | 0.01% | 255 |
|
|
2021
Q1 | $13K | Buy |
+200
| New | +$13.2K | ﹤0.01% | 443 |
|
|
2017
Q1 | – | Sell |
-600
| Closed | -$15K | – | 499 |
|
|
2016
Q4 | $15K | Sell |
600
-19,428
| -97% | -$464K | ﹤0.01% | 331 |
|
|
2016
Q3 | $478K | Buy |
20,028
+19,428
| +3,238% | +$451K | 0.07% | 102 |
|
|
2016
Q2 | $13K | Hold |
600
| – | – | ﹤0.01% | 333 |
|
|
2016
Q1 | $13K | Hold |
600
| – | – | ﹤0.01% | 329 |
|
|
2015
Q4 | $13K | Hold |
600
| – | – | 0.01% | 329 |
|
|
2015
Q3 | $12K | Sell |
600
-850
| -59% | -$17.5K | 0.01% | 338 |
|
|
2015
Q2 | $30K | Hold |
1,450
| – | – | 0.01% | 233 |
|
|
2015
Q1 | $30K | Hold |
1,450
| – | – | 0.01% | 239 |
|
|
2014
Q4 | $30K | Buy |
+1,450
| New | +$29.4K | 0.01% | 243 |
|
Other funds holding XLK
