KCM Investment 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 | $179M | Buy |
1,348,601
+5,110
| +0.4% | +$720K | 5.95% | 2 |
|
|
2025
Q4 | $193M | Sell |
1,343,491
-36,325
| -3% | -$5.25M | 6.2% | 2 |
|
|
2025
Q3 | $194M | Sell |
1,379,816
-10,706
| -0.8% | -$1.42M | 6.26% | 2 |
|
|
2025
Q2 | $176M | Sell |
1,390,522
-32,886
| -2% | -$3.65M | 5.91% | 2 |
|
|
2025
Q1 | $147M | Buy |
1,423,408
+37,900
| +3% | +$4.3M | 5.28% | 2 |
|
|
2024
Q4 | $161M | Sell |
1,385,508
-24,298
| -2% | -$2.83M | 5.55% | 2 |
|
|
2024
Q3 | $159M | Buy |
1,409,806
+7,374
| +0.5% | +$809K | 5.39% | 2 |
|
|
2024
Q2 | $159M | Sell |
1,402,432
-1,006
| -0.1% | -$106K | 5.69% | 2 |
|
|
2024
Q1 | $146M | Sell |
1,403,438
-47,076
| -3% | -$4.76M | 5.4% | 2 |
|
|
2023
Q4 | $140M | Buy |
1,450,514
+7,166
| +0.5% | +$638K | 5.56% | 2 |
|
|
2023
Q3 | $118M | Sell |
1,443,348
-58,990
| -4% | -$5.06M | 5.1% | 2 |
|
|
2023
Q2 | $131M | Sell |
1,502,338
-69,130
| -4% | -$5.45M | 5.24% | 2 |
|
|
2023
Q1 | $119M | Buy |
1,571,468
+46,906
| +3% | +$3.23M | 4.81% | 2 |
|
|
2022
Q4 | $94.9M | Buy |
1,524,562
+22,866
| +2% | +$1.45M | 4.08% | 2 |
|
|
2022
Q3 | $89.2M | Sell |
1,501,696
-12,754
| -0.8% | -$870K | 4.12% | 2 |
|
|
2022
Q2 | $96.3M | Sell |
1,514,450
-26,836
| -2% | -$1.87M | 4.2% | 2 |
|
|
2022
Q1 | $122M | Sell |
1,541,286
-10,822
| -0.7% | -$850K | 4.48% | 2 |
|
|
2021
Q4 | $135M | Sell |
1,552,108
-1,524
| -0.1% | -$126K | 4.7% | 2 |
|
|
2021
Q3 | $116M | Buy |
1,553,632
+692
| +0% | +$53.4K | 4.62% | 2 |
|
|
2021
Q2 | $115M | Sell |
1,552,940
-5,608
| -0.4% | -$393K | 4.64% | 2 |
|
|
2021
Q1 | $103M | Sell |
1,558,548
-8,196
| -0.5% | -$541K | 4.59% | 2 |
|
|
2020
Q4 | $102M | Buy |
1,566,744
+4,326
| +0.3% | +$263K | 4.91% | 2 |
|
|
2020
Q3 | $91.2M | Sell |
1,562,418
-250,340
| -14% | -$14.1M | 5.05% | 2 |
|
|
2020
Q2 | $94.7M | Sell |
1,812,758
-33,410
| -2% | -$1.57M | 5.33% | 2 |
|
|
2020
Q1 | $74.2M | Sell |
1,846,168
-22,556
| -1% | -$1.03M | 5% | 1 |
|
|
2019
Q4 | $85.7M | Buy |
1,868,724
+19,592
| +1% | +$839K | 4.65% | 1 |
|
|
2019
Q3 | $74.5M | Sell |
1,849,132
-11,028
| -0.6% | -$441K | 4.32% | 1 |
|
|
2019
Q2 | $72.6M | Buy |
1,860,160
+65,598
| +4% | +$2.5M | 4.35% | 1 |
|
|
2019
Q1 | $66.4M | Sell |
1,794,562
-5,864
| -0.3% | -$201K | 4.3% | 1 |
|
|
2018
Q4 | $55.8M | Sell |
1,800,426
-514,682
| -22% | -$17.4M | 3.69% | 1 |
|
|
2018
Q3 | $87.2M | Sell |
2,315,108
-195,026
| -8% | -$7.15M | 4.99% | 1 |
|
|
2018
Q2 | $87.2M | Buy |
2,510,134
+951,884
| +61% | +$32.7M | 5.37% | 1 |
|
|
2018
Q1 | $51M | Buy |
1,558,250
+190,906
| +14% | +$6.41M | 3.1% | 1 |
|
|
2017
Q4 | $43.7M | Buy |
1,367,344
+318,770
| +30% | +$10M | 2.56% | 2 |
|
|
2017
Q3 | $31M | Buy |
1,048,574
+187,190
| +22% | +$5.39M | 1.89% | 5 |
|
|
2017
Q2 | $23.6M | Buy |
861,384
+283,542
| +49% | +$7.8M | 1.48% | 9 |
|
|
2017
Q1 | $15.4M | Buy |
577,842
+174,278
| +43% | +$4.49M | 0.98% | 19 |
|
|
2016
Q4 | $9.76M | Buy |
403,564
+4,488
| +1% | +$107K | 0.66% | 37 |
|
|
2016
Q3 | $9.53M | Buy |
399,076
+2,048
| +0.5% | +$47.6K | 0.65% | 39 |
|
|
2016
Q2 | $8.61M | Sell |
397,028
-8,494
| -2% | -$184K | 0.6% | 46 |
|
|
2016
Q1 | $8.99M | Buy |
405,522
+22,746
| +6% | +$470K | 0.66% | 42 |
|
|
2015
Q4 | $8.2M | Buy |
382,776
+14,884
| +4% | +$321K | 0.65% | 39 |
|
|
2015
Q3 | $7.27M | Buy |
367,892
+19,482
| +6% | +$401K | 0.6% | 45 |
|
|
2015
Q2 | $7.21M | Buy |
348,410
+1,926
| +0.6% | +$41.1K | 0.57% | 49 |
|
|
2015
Q1 | $7.18M | Buy |
346,484
+39,452
| +13% | +$822K | 0.57% | 45 |
|
|
2014
Q4 | $6.35M | Buy |
307,032
+102,702
| +50% | +$2.08M | 0.53% | 49 |
|
|
2014
Q3 | $4.08M | Buy |
204,330
+1,648
| +0.8% | +$32.6K | 0.37% | 76 |
|
|
2014
Q2 | $3.89M | Sell |
202,682
-4,944
| -2% | -$91.5K | 0.36% | 76 |
|
|
2014
Q1 | $3.77M | Buy |
207,626
+20,988
| +11% | +$375K | 0.39% | 76 |
|
|
2013
Q4 | $3.33M | Buy |
186,638
+2,402
| +1% | +$40.7K | 0.36% | 86 |
|
|
2013
Q3 | $2.95M | Buy |
184,236
+5,610
| +3% | +$89.5K | 0.35% | 88 |
|
|
2013
Q2 | $2.73M | Buy |
+178,626
| New | +$2.76M | 0.33% | 90 |
|
Other funds holding XLK
