McKinley Carter Wealth Services’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 | $12.1M | Sell |
91,237
-69,726
| -43% | -$9.83M | 0.7% | 29 |
|
|
2025
Q4 | $23.2M | Sell |
160,963
-31,883
| -17% | -$4.6M | 1.29% | 16 |
|
|
2025
Q3 | $27.2M | Sell |
192,846
-4,424
| -2% | -$586K | 1.43% | 15 |
|
|
2025
Q2 | $25M | Buy |
197,270
+39,566
| +25% | +$4.39M | 1.39% | 16 |
|
|
2025
Q1 | $16.3M | Sell |
157,704
-14,354
| -8% | -$1.63M | 1% | 24 |
|
|
2024
Q4 | $20M | Sell |
172,058
-31,270
| -15% | -$3.64M | 1.22% | 18 |
|
|
2024
Q3 | $23M | Sell |
203,328
-8,184
| -4% | -$898K | 1.39% | 14 |
|
|
2024
Q2 | $23.9M | Sell |
211,512
-3,634
| -2% | -$383K | 1.52% | 14 |
|
|
2024
Q1 | $22.4M | Sell |
215,146
-12,242
| -5% | -$1.24M | 1.5% | 13 |
|
|
2023
Q4 | $21.9M | Sell |
227,388
-40,176
| -15% | -$3.58M | 1.6% | 13 |
|
|
2023
Q3 | $21.9M | Buy |
267,564
+10,986
| +4% | +$942K | 1.74% | 13 |
|
|
2023
Q2 | $22.3M | Buy |
256,578
+244,832
| +2,084% | +$19.3M | 1.67% | 13 |
|
|
2023
Q1 | $887K | Buy |
11,746
+398
| +4% | +$27.4K | 0.07% | 152 |
|
|
2022
Q4 | $706K | Buy |
11,348
+2,202
| +24% | +$140K | 0.06% | 173 |
|
|
2022
Q3 | $543K | Sell |
9,146
-262
| -3% | -$17.9K | 0.05% | 180 |
|
|
2022
Q2 | $598K | Sell |
9,408
-524
| -5% | -$36.5K | 0.05% | 178 |
|
|
2022
Q1 | $789K | Buy |
9,932
+2,648
| +36% | +$208K | 0.06% | 160 |
|
|
2021
Q4 | $633K | Buy |
7,284
+366
| +5% | +$30.1K | 0.05% | 171 |
|
|
2021
Q3 | $517K | Sell |
6,918
-84
| -1% | -$6.48K | 0.04% | 179 |
|
|
2021
Q2 | $517K | Sell |
7,002
-176
| -2% | -$12.3K | 0.04% | 182 |
|
|
2021
Q1 | $477K | Buy |
7,178
+484
| +7% | +$31.9K | 0.04% | 188 |
|
|
2020
Q4 | $435K | Buy |
+6,694
| New | +$408K | 0.06% | 175 |
|
|
2018
Q2 | – | Sell |
-1,708
| Closed | -$56K | – | 400 |
|
|
2018
Q1 | $56K | Buy |
+1,708
| New | +$57.4K | 0.02% | 252 |
|
Other funds holding XLK
