Kessler Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kessler Investment Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18M	Buy	11,433 +5,331	+87%	+$911K	0.93%	30
2026 Q1	$811K	Buy	+6,102	New	+$860K	0.38%	44
2025 Q4	–	Sell	-20,078	Closed	-$2.83M	–	94
2025 Q3	$2.83M	Buy	20,078 +17,494	+677%	+$2.32M	1.21%	24
2025 Q2	$327K	Hold	2,584	–	–	0.13%	69
2025 Q1	$267K	Hold	2,584	–	–	0.13%	74
2024 Q4	$300K	Hold	2,584	–	–	0.14%	69
2024 Q3	$292K	Hold	2,584	–	–	0.15%	67
2024 Q2	$292K	Buy	2,584 +1,246	+93%	+$131K	0.16%	68
2024 Q1	$140K	Sell	1,338 -7,332	-85%	-$741K	0.09%	69
2023 Q4	$835K	Buy	8,670 +7,400	+583%	+$659K	0.51%	40
2023 Q3	$104K	Sell	1,270 -4,786	-79%	-$410K	0.09%	73
2023 Q2	$526K	Buy	6,056 +156	+3%	+$12.3K	0.37%	43
2023 Q1	$446K	Buy	5,900 +3,630	+160%	+$250K	0.3%	48
2022 Q4	$141K	Sell	2,270 -862	-28%	-$54.7K	0.15%	65
2022 Q3	$186K	Buy	3,132 +130	+4%	+$8.87K	0.15%	60
2022 Q2	$191K	Sell	3,002 -2,470	-45%	-$172K	0.17%	58
2022 Q1	$435K	Sell	5,472 -844	-13%	-$66.3K	0.25%	51
2021 Q4	$549K	Sell	6,316 -11,586	-65%	-$954K	0.31%	48
2021 Q3	$1.34M	Buy	17,902 +17,836	+27,024%	+$1.38M	0.95%	31
2021 Q2	$5K	Buy	+66	New	+$4.62K	﹤0.01%	117
2020 Q3	–	Sell	-12,548	Closed	-$656K	–	125
2020 Q2	$656K	Buy	12,548 +3,618	+41%	+$170K	0.8%	32
2020 Q1	$359K	Buy	+8,930	New	+$408K	0.47%	35
2019 Q3	–	Sell	-23,832	Closed	-$930K	–	126
2019 Q2	$930K	Sell	23,832 -860	-3%	-$32.8K	0.98%	31
2019 Q1	$914K	Buy	24,692 +354	+1%	+$12.1K	0.91%	29
2018 Q4	$754K	Sell	24,338 -176	-0.7%	-$5.95K	0.98%	26
2018 Q3	$923K	Sell	24,514 -2,736	-10%	-$100K	0.95%	35
2018 Q2	$947K	Sell	27,250 -902	-3%	-$30.9K	1.13%	32
2018 Q1	$921K	Sell	28,152 -4,446	-14%	-$149K	1.17%	36
2017 Q4	$1.04M	Sell	32,598 -1,008	-3%	-$31.6K	1.31%	30
2017 Q3	$993K	Buy	33,606 +1,796	+6%	+$51.7K	1.28%	26
2017 Q2	$870K	Buy	31,810 +5,096	+19%	+$140K	1.1%	22
2017 Q1	$712K	Sell	26,714 -646	-2%	-$16.6K	0.91%	25
2016 Q4	$662K	Buy	27,360 +6	+0%	+$143	0.8%	27
2016 Q3	$653K	Sell	27,354 -6,604	-19%	-$153K	0.94%	25
2016 Q2	$736K	Sell	33,958 -7,844	-19%	-$170K	1.05%	28
2016 Q1	$927K	Buy	41,802 +12,656	+43%	+$262K	1.4%	25
2015 Q4	$624K	Sell	29,146 -15,530	-35%	-$334K	0.99%	32
2015 Q3	$882K	Buy	44,676 +12,184	+37%	+$251K	1.45%	30
2015 Q2	$673K	Buy	32,492 +326	+1%	+$6.96K	1.07%	34
2015 Q1	$666K	Sell	32,166 -14,968	-32%	-$312K	1.13%	34
2014 Q4	$974K	Buy	47,134 +13,364	+40%	+$271K	1.59%	27
2014 Q3	$674K	Buy	33,770 +126	+0.4%	+$2.5K	1.19%	38
2014 Q2	$645K	Buy	33,644 +344	+1%	+$6.37K	1.14%	37
2014 Q1	$605K	Buy	33,300 +458	+1%	+$8.18K	1.28%	34
2013 Q4	$587K	Buy	+32,842	New	+$557K	1.09%	42

Other funds holding XLK

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return