Nations Financial Group’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 | $20.3M | Buy |
152,731
+3,004
| +2% | +$423K | 1.05% | 14 |
|
|
2025
Q4 | $21.6M | Buy |
149,727
+3,747
| +3% | +$541K | 1.13% | 15 |
|
|
2025
Q3 | $20.6M | Buy |
145,980
+478
| +0.3% | +$63.3K | 1.28% | 9 |
|
|
2025
Q2 | $18.4M | Sell |
145,502
-8,208
| -5% | -$911K | 1.27% | 9 |
|
|
2025
Q1 | $15.9M | Buy |
153,710
+1,710
| +1% | +$194K | 1.21% | 9 |
|
|
2024
Q4 | $17.7M | Buy |
152,000
+3,020
| +2% | +$351K | 1.29% | 9 |
|
|
2024
Q3 | $16.8M | Buy |
148,980
+2,030
| +1% | +$223K | 1.22% | 10 |
|
|
2024
Q2 | $16.6M | Buy |
146,950
+5,580
| +4% | +$588K | 1.36% | 10 |
|
|
2024
Q1 | $14.7M | Buy |
141,370
+1,710
| +1% | +$173K | 1.24% | 11 |
|
|
2023
Q4 | $13.4M | Sell |
139,660
-252
| -0.2% | -$22.4K | 1.24% | 10 |
|
|
2023
Q3 | $11.5M | Sell |
139,912
-2,252
| -2% | -$193K | 1.15% | 12 |
|
|
2023
Q2 | $12.4M | Sell |
142,164
-3,798
| -3% | -$299K | 1.21% | 11 |
|
|
2023
Q1 | $11M | Buy |
145,962
+58
| +0% | +$3.99K | 1.16% | 11 |
|
|
2022
Q4 | $9.08M | Sell |
145,904
-2,998
| -2% | -$190K | 1.02% | 13 |
|
|
2022
Q3 | $8.84M | Sell |
148,902
-186
| -0.1% | -$12.7K | 1.28% | 12 |
|
|
2022
Q2 | $9.48M | Buy |
149,088
+17,040
| +13% | +$1.19M | 1.27% | 12 |
|
|
2022
Q1 | $10.5M | Buy |
132,048
+830
| +0.6% | +$65.2K | 1.26% | 13 |
|
|
2021
Q4 | $11.4M | Buy |
131,218
+1,710
| +1% | +$141K | 1.5% | 10 |
|
|
2021
Q3 | $9.67M | Buy |
129,508
+430
| +0.3% | +$33.2K | 1.47% | 11 |
|
|
2021
Q2 | $9.53M | Buy |
129,078
+1,948
| +2% | +$136K | 1.6% | 10 |
|
|
2021
Q1 | $8.44M | Buy |
127,130
+776
| +0.6% | +$51.2K | 1.92% | 9 |
|
|
2020
Q4 | $8.21M | Buy |
126,354
+7,234
| +6% | +$441K | 2.16% | 5 |
|
|
2020
Q3 | $6.95M | Sell |
119,120
-2,142
| -2% | -$121K | 2.16% | 5 |
|
|
2020
Q2 | $6.33M | Sell |
121,262
-3,146
| -3% | -$148K | 2.25% | 5 |
|
|
2020
Q1 | $5M | Buy |
124,408
+16,290
| +15% | +$743K | 2.13% | 6 |
|
|
2019
Q4 | $4.96M | Buy |
108,118
+972
| +0.9% | +$41.6K | 1.71% | 8 |
|
|
2019
Q3 | $4.48M | Buy |
107,146
+8,668
| +9% | +$347K | 1.61% | 7 |
|
|
2019
Q2 | $3.84M | Buy |
98,478
+806
| +0.8% | +$30.7K | 2.54% | 7 |
|
|
2019
Q1 | $3.61M | Buy |
97,672
+10,610
| +12% | +$363K | 2.48% | 7 |
|
|
2018
Q4 | $2.7M | Buy |
87,062
+52,408
| +151% | +$1.77M | 2.16% | 10 |
|
|
2018
Q3 | $1.3M | Buy |
34,654
+3,322
| +11% | +$122K | 0.94% | 20 |
|
|
2018
Q2 | $1.09M | Buy |
31,332
+2,100
| +7% | +$72K | 0.91% | 20 |
|
|
2018
Q1 | $956K | Sell |
29,232
-722
| -2% | -$24.2K | 0.87% | 23 |
|
|
2017
Q4 | $958K | Buy |
29,954
+1,102
| +4% | +$34.6K | 0.88% | 22 |
|
|
2017
Q3 | $853K | Buy |
28,852
+2,368
| +9% | +$68.2K | 0.83% | 28 |
|
|
2017
Q2 | $725K | Buy |
26,484
+8,458
| +47% | +$233K | 0.6% | 49 |
|
|
2017
Q1 | $481K | Sell |
18,026
-3,058
| -15% | -$78.8K | 0.47% | 66 |
|
|
2016
Q4 | $510K | Buy |
21,084
+2,814
| +15% | +$67.2K | 0.55% | 57 |
|
|
2016
Q3 | $436K | Buy |
18,270
+1,608
| +10% | +$37.4K | 0.43% | 70 |
|
|
2016
Q2 | $361K | Buy |
16,662
+632
| +4% | +$13.7K | 0.38% | 84 |
|
|
2016
Q1 | $356K | Buy |
16,030
+538
| +3% | +$11.1K | 0.41% | 79 |
|
|
2015
Q4 | $332K | Buy |
+15,492
| New | +$334K | 0.43% | 77 |
|