Klingman & Associates’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
Q3 | $755K | Hold |
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|
2025
Q2 | $679K | Buy |
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|
2025
Q1 | $517K | Hold |
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|
2024
Q4 | $582K | Buy |
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|
2024
Q3 | $550K | Hold |
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|
2024
Q2 | $551K | Hold |
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|
2024
Q1 | $507K | Hold |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $420K | Hold |
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|
2023
Q2 | $446K | Hold |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $433K | Buy |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $302K | Sell |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $216K | Buy |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $208K | Hold |
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|
2019
Q2 | $202K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $102K | Hold |
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|
2016
Q2 | $92K | Hold |
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|
2016
Q1 | $94K | Hold |
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|
2015
Q4 | $91K | Hold |
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|
2015
Q3 | $84K | Sell |
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|
2015
Q2 | $127K | Buy |
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