Loring Wolcott & Coolidge Fiduciary Advisors’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 | $681K | Hold |
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|
2025
Q2 | $596K | Hold |
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|
2025
Q1 | $466K | Hold |
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|
2024
Q4 | $536K | Hold |
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|
2024
Q3 | $539K | Hold |
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|
2024
Q2 | $550K | Hold |
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|
2024
Q1 | $457K | Hold |
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $318K | Hold |
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|
2022
Q3 | $303K | Sell |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $487K | Hold |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $429K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $345K | Hold |
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|
2020
Q1 | $265K | Hold |
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|
2019
Q4 | $303K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $258K | Hold |
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|
2019
Q1 | $244K | Hold |
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|
2018
Q4 | $205K | Hold |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $229K | Hold |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $211K | Hold |
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|
2017
Q3 | $195K | Hold |
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|
2017
Q2 | $189K | Hold |
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|
2017
Q1 | $176K | Hold |
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|
2016
Q4 | $160K | Hold |
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|
2016
Q3 | $158K | Hold |
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|
2016
Q2 | $143K | Hold |
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|
2016
Q1 | $146K | Hold |
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|
2015
Q4 | $141K | Buy |
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