Patten 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 | $210K | Sell |
1,578
-197
| -11% | -$27.8K | 0.04% | 291 |
|
|
2025
Q4 | $256K | Buy |
+1,775
| New | +$256K | 0.05% | 270 |
|
|
2019
Q3 | – | Sell |
-5,794
| Closed | -$226K | – | 214 |
|
|
2019
Q2 | $226K | Buy |
5,794
+302
| +5% | +$11.5K | 0.09% | 188 |
|
|
2019
Q1 | $203K | Sell |
5,492
-652
| -11% | -$22.3K | 0.09% | 188 |
|
|
2018
Q4 | $190K | Sell |
6,144
-8,548
| -58% | -$289K | 0.09% | 174 |
|
|
2018
Q3 | $553K | Hold |
14,692
| – | – | 0.21% | 110 |
|
|
2018
Q2 | $510K | Buy |
14,692
+902
| +7% | +$30.9K | 0.2% | 114 |
|
|
2018
Q1 | $451K | Sell |
13,790
-138
| -1% | -$4.63K | 0.19% | 122 |
|
|
2017
Q4 | $445K | Buy |
13,928
+880
| +7% | +$27.6K | 0.18% | 131 |
|
|
2017
Q3 | $386K | Sell |
13,048
-5,304
| -29% | -$153K | 0.16% | 140 |
|
|
2017
Q2 | $529K | Buy |
18,352
+12,464
| +212% | +$343K | 0.21% | 113 |
|
|
2017
Q1 | $156K | Sell |
5,888
-558
| -9% | -$14.4K | 0.07% | 198 |
|
|
2016
Q4 | $164K | Buy |
6,446
+44
| +0.7% | +$1.05K | 0.07% | 192 |
|
|
2016
Q3 | $151K | Sell |
6,402
-522
| -8% | -$12.1K | 0.07% | 197 |
|
|
2016
Q2 | $150K | Sell |
6,924
-1,198
| -15% | -$26K | 0.07% | 193 |
|
|
2016
Q1 | $180K | Buy |
8,122
+272
| +3% | +$5.62K | 0.09% | 171 |
|
|
2015
Q4 | $168K | Buy |
7,850
+4
| +0.1% | +$86 | 0.08% | 174 |
|
|
2015
Q3 | $155K | Buy |
7,846
+2
| +0% | +$41 | 0.08% | 182 |
|
|
2015
Q2 | $162K | Buy |
+7,844
| New | +$167K | 0.08% | 185 |
|
|
2015
Q1 | – | Sell |
-7,840
| Closed | -$162K | – | 255 |
|
|
2014
Q4 | $162K | Buy |
+7,840
| New | +$159K | 0.08% | 179 |
|
Other funds holding XLK
