Mutual Advisors’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 | $14.4M | Sell |
108,271
-9,168
| -8% | -$1.29M | 0.31% | 50 |
|
|
2025
Q4 | $16.9M | Buy |
117,439
+357
| +0.3% | +$51.6K | 0.36% | 38 |
|
|
2025
Q3 | $16.9M | Sell |
117,082
-8,794
| -7% | -$1.16M | 0.37% | 37 |
|
|
2025
Q2 | $16.5M | Buy |
125,876
+594
| +0.5% | +$65.9K | 0.41% | 34 |
|
|
2025
Q1 | $13.1M | Sell |
125,282
-12,526
| -9% | -$1.42M | 0.37% | 43 |
|
|
2024
Q4 | $15.9M | Buy |
137,808
+1,962
| +1% | +$228K | 0.46% | 26 |
|
|
2024
Q3 | $15.6M | Sell |
135,846
-11,804
| -8% | -$1.3M | 0.45% | 28 |
|
|
2024
Q2 | $15.9M | Sell |
147,650
-63,418
| -30% | -$6.68M | 0.48% | 26 |
|
|
2024
Q1 | $22M | Sell |
211,068
-5,672
| -3% | -$574K | 0.7% | 17 |
|
|
2023
Q4 | $20.9M | Sell |
216,740
-18,430
| -8% | -$1.64M | 0.73% | 15 |
|
|
2023
Q3 | $19.3M | Buy |
235,170
+94,808
| +68% | +$8.13M | 0.75% | 17 |
|
|
2023
Q2 | $12.2M | Sell |
140,362
-12,402
| -8% | -$978K | 0.46% | 28 |
|
|
2023
Q1 | $11.5M | Buy |
152,764
+60,460
| +66% | +$4.16M | 0.47% | 28 |
|
|
2022
Q4 | $5.74M | Sell |
92,304
-76,230
| -45% | -$4.84M | 0.26% | 80 |
|
|
2022
Q3 | $10M | Buy |
168,534
+15,016
| +10% | +$1.02M | 0.52% | 26 |
|
|
2022
Q2 | $9.76M | Sell |
153,518
-104,550
| -41% | -$7.28M | 0.65% | 20 |
|
|
2022
Q1 | $20.5M | Sell |
258,068
-8,284
| -3% | -$650K | 1.15% | 7 |
|
|
2021
Q4 | $23.2M | Sell |
266,352
-5,024
| -2% | -$414K | 1.23% | 7 |
|
|
2021
Q3 | $20.3M | Buy |
271,376
+27,430
| +11% | +$2.12M | 1.2% | 7 |
|
|
2021
Q2 | $18M | Buy |
243,946
+52,564
| +27% | +$3.68M | 1.07% | 8 |
|
|
2021
Q1 | $12.7M | Sell |
191,382
-6,386
| -3% | -$422K | 0.87% | 10 |
|
|
2020
Q4 | $12.9M | Buy |
197,768
+3,904
| +2% | +$238K | 0.96% | 11 |
|
|
2020
Q3 | $11.3M | Sell |
193,864
-125,998
| -39% | -$7.12M | 0.98% | 12 |
|
|
2020
Q2 | $16.7M | Buy |
319,862
+84,372
| +36% | +$3.97M | 1.64% | 7 |
|
|
2020
Q1 | $9.46M | Sell |
235,490
-13,774
| -6% | -$629K | 1.28% | 12 |
|
|
2019
Q4 | $11.4M | Buy |
249,264
+213,964
| +606% | +$9.16M | 1.22% | 11 |
|
|
2019
Q3 | $1.42M | Sell |
35,300
-1,730
| -5% | -$69.2K | 0.19% | 135 |
|
|
2019
Q2 | $1.45M | Sell |
37,030
-161,440
| -81% | -$6.15M | 0.19% | 131 |
|
|
2019
Q1 | $7.34M | Buy |
198,470
+178,538
| +896% | +$6.11M | 1.09% | 16 |
|
|
2018
Q4 | $618K | Sell |
19,932
-35,848
| -64% | -$1.21M | 0.12% | 200 |
|
|
2018
Q3 | $2.1M | Buy |
55,780
+20,956
| +60% | +$769K | 0.32% | 68 |
|
|
2018
Q2 | $1.21M | Buy |
34,824
+2,288
| +7% | +$78.5K | 0.28% | 111 |
|
|
2018
Q1 | $1.06M | Buy |
32,536
+21,784
| +203% | +$732K | 0.27% | 119 |
|
|
2017
Q4 | $344K | Buy |
+10,752
| New | +$337K | 0.13% | 207 |
|