Laird Norton Wetherby Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
+5,162
| New | +$1.31M | 0.06% | 301 |
|
|
2024
Q4 | $1.2M | Hold |
5,173
| – | – | 0.06% | 296 |
|
|
2024
Q3 | $1.17M | Sell |
5,173
-13
| -0.3% | -$2.94K | 0.05% | 321 |
|
|
2024
Q2 | $1.17M | Buy |
5,186
+24
| +0.5% | +$5.43K | 0.06% | 303 |
|
|
2024
Q1 | $1.08M | Sell |
5,162
-244
| -5% | -$50.8K | 0.05% | 343 |
|
|
2023
Q4 | $1.04M | Sell |
5,406
-670
| -11% | -$129K | 0.05% | 345 |
|
|
2023
Q3 | $996K | Hold |
6,076
| – | – | 0.06% | 329 |
|
|
2023
Q2 | $1.06M | Sell |
6,076
-1,691
| -22% | -$294K | 0.06% | 326 |
|
|
2023
Q1 | $1.17M | Buy |
7,767
+1,691
| +28% | +$255K | 0.07% | 298 |
|
|
2022
Q4 | $756K | Hold |
6,076
| – | – | 0.05% | 388 |
|
|
2022
Q3 | $722K | Buy |
6,076
+8
| +0.1% | +$951 | 0.05% | 366 |
|
|
2022
Q2 | $771K | Hold |
6,068
| – | – | 0.05% | 357 |
|
|
2022
Q1 | $964K | Hold |
6,068
| – | – | 0.06% | 318 |
|
|
2021
Q4 | $1.06M | Buy |
6,068
+8
| +0.1% | +$1.39K | 0.06% | 308 |
|
|
2021
Q3 | $905K | Buy |
6,060
+4
| +0.1% | +$597 | 0.06% | 326 |
|
|
2021
Q2 | $894K | Buy |
6,056
+125
| +2% | +$18.5K | 0.05% | 334 |
|
|
2021
Q1 | $788K | Hold |
5,931
| – | – | 0.06% | 316 |
|
|
2020
Q4 | $771K | Sell |
5,931
-119
| -2% | -$15.5K | 0.05% | 337 |
|
|
2020
Q3 | $706K | Sell |
6,050
-1,750
| -22% | -$204K | 0.06% | 301 |
|
|
2020
Q2 | $815K | Buy |
7,800
+3,100
| +66% | +$324K | 0.08% | 254 |
|
|
2020
Q1 | $378K | Hold |
4,700
| – | – | 0.04% | 389 |
|
|
2019
Q4 | $431K | Hold |
4,700
| – | – | 0.04% | 441 |
|
|
2019
Q3 | $378K | Hold |
4,700
| – | – | 0.04% | 476 |
|
|
2019
Q2 | $367K | Hold |
4,700
| – | – | 0.04% | 475 |
|
|
2019
Q1 | $348K | Hold |
4,700
| – | – | 0.04% | 464 |
|
|
2018
Q4 | $291K | Hold |
4,700
| – | – | 0.04% | 475 |
|
|
2018
Q3 | $354K | Hold |
4,700
| – | – | 0.04% | 457 |
|
|
2018
Q2 | $327K | Hold |
4,700
| – | – | 0.04% | 448 |
|
|
2018
Q1 | $307K | Hold |
4,700
| – | – | 0.04% | 473 |
|
|
2017
Q4 | $301K | Hold |
4,700
| – | – | 0.04% | 473 |
|
|
2017
Q3 | $278K | Hold |
4,700
| – | – | 0.04% | 480 |
|
|
2017
Q2 | $257K | Hold |
4,700
| – | – | 0.04% | 468 |
|
|
2017
Q1 | $251K | Hold |
4,700
| – | – | 0.05% | 468 |
|
|
2016
Q4 | $227K | Hold |
4,700
| – | – | 0.04% | 470 |
|
|
2016
Q3 | $225K | Hold |
4,700
| – | – | 0.05% | 467 |
|
|
2016
Q2 | $204K | Hold |
4,700
| – | – | 0.05% | 459 |
|
|
2016
Q1 | $208K | Hold |
4,700
| – | – | 0.05% | 432 |
|
|
2015
Q4 | $201K | Buy |
+4,700
| New | +$201K | 0.05% | 426 |
|
|
2015
Q3 | – | Sell |
-8,238
| Closed | -$341K | – | 502 |
|
|
2015
Q2 | $341K | Sell |
8,238
-711
| -8% | -$29.4K | 0.08% | 284 |
|
|
2015
Q1 | $371K | Buy |
8,949
+2,349
| +36% | +$97.4K | 0.09% | 275 |
|
|
2014
Q4 | $273K | Buy |
+6,600
| New | +$273K | 0.07% | 334 |
|