Key Financial Inc’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 | $82.7K | Hold |
622
| – | – | 0.01% | 435 |
|
|
2025
Q4 | $89.5K | Sell |
622
-360
| -37% | -$52K | 0.02% | 415 |
|
|
2025
Q3 | $140K | Sell |
982
-50
| -5% | -$6.62K | 0.03% | 345 |
|
|
2025
Q2 | $131K | Buy |
1,032
+16
| +2% | +$1.78K | 0.03% | 341 |
|
|
2025
Q1 | $105K | Hold |
1,016
| – | – | 0.02% | 350 |
|
|
2024
Q4 | $118K | Hold |
1,016
| – | – | 0.03% | 325 |
|
|
2024
Q3 | $115K | Hold |
1,016
| – | – | 0.03% | 332 |
|
|
2024
Q2 | $115K | Hold |
1,016
| – | – | 0.03% | 317 |
|
|
2024
Q1 | $106K | Hold |
1,016
| – | – | 0.03% | 314 |
|
|
2023
Q4 | $97.8K | Sell |
1,016
-150
| -13% | -$13.4K | 0.03% | 315 |
|
|
2023
Q3 | $95.6K | Hold |
1,166
| – | – | 0.03% | 304 |
|
|
2023
Q2 | $101K | Hold |
1,166
| – | – | 0.03% | 291 |
|
|
2023
Q1 | $88K | Buy |
1,166
+174
| +18% | +$12K | 0.03% | 314 |
|
|
2022
Q4 | $58.9K | Hold |
992
| – | – | 0.03% | 335 |
|
|
2022
Q3 | $59K | Buy |
992
+184
| +23% | +$12.6K | 0.03% | 339 |
|
|
2022
Q2 | $51K | Sell |
808
-1,914
| -70% | -$133K | 0.03% | 360 |
|
|
2022
Q1 | $216K | Buy |
2,722
+2,000
| +277% | +$157K | 0.11% | 153 |
|
|
2021
Q4 | $63K | Hold |
722
| – | – | 0.03% | 316 |
|
|
2021
Q3 | $54K | Hold |
722
| – | – | 0.03% | 338 |
|
|
2021
Q2 | $55K | Hold |
722
| – | – | 0.03% | 344 |
|
|
2021
Q1 | $48K | Hold |
722
| – | – | 0.03% | 282 |
|
|
2020
Q4 | $47K | Buy |
+722
| New | +$44K | 0.04% | 253 |
|
|
2020
Q2 | – | Sell |
-322
| Closed | -$13K | – | 664 |
|
|
2020
Q1 | $13K | Buy |
+322
| New | +$14.7K | 0.01% | 379 |
|
Other funds holding XLK
