Rezny Wealth Management’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 | $24.9M | Buy |
187,313
+9,151
| +5% | +$1.29M | 5.36% | 4 |
|
|
2025
Q4 | $25.6M | Sell |
178,162
-1,730
| -1% | -$250K | 5.17% | 4 |
|
|
2025
Q3 | $25.4M | Sell |
179,892
-4,108
| -2% | -$544K | 5.29% | 4 |
|
|
2025
Q2 | $23.3M | Buy |
184,000
+3,112
| +2% | +$345K | 5.25% | 4 |
|
|
2025
Q1 | $18.7M | Buy |
180,888
+3,694
| +2% | +$419K | 4.84% | 4 |
|
|
2024
Q4 | $20.6M | Buy |
177,194
+1,854
| +1% | +$216K | 5.06% | 4 |
|
|
2024
Q3 | $19.8M | Buy |
175,340
+19,120
| +12% | +$2.1M | 4.99% | 4 |
|
|
2024
Q2 | $17.7M | Buy |
156,220
+7,824
| +5% | +$824K | 4.73% | 4 |
|
|
2024
Q1 | $15.5M | Sell |
148,396
-2,010
| -1% | -$203K | 4.47% | 7 |
|
|
2023
Q4 | $14.5M | Buy |
150,406
+26,290
| +21% | +$2.34M | 4.61% | 7 |
|
|
2023
Q3 | $10.2M | Sell |
124,116
-346
| -0.3% | -$29.7K | 3.58% | 7 |
|
|
2023
Q2 | $10.8M | Buy |
124,462
+1,048
| +0.8% | +$82.6K | 3.64% | 7 |
|
|
2023
Q1 | $9.32M | Sell |
123,414
-2,680
| -2% | -$184K | 3.44% | 7 |
|
|
2022
Q4 | $7.85M | Sell |
126,094
-370
| -0.3% | -$23.5K | 3.01% | 8 |
|
|
2022
Q3 | $7.51M | Buy |
126,464
+1,146
| +0.9% | +$78.2K | 3.05% | 8 |
|
|
2022
Q2 | $7.96M | Buy |
125,318
+10,588
| +9% | +$738K | 3.07% | 8 |
|
|
2022
Q1 | $9.12M | Sell |
114,730
-1,904
| -2% | -$149K | 2.97% | 8 |
|
|
2021
Q4 | $10.1M | Buy |
116,634
+2,238
| +2% | +$184K | 3.14% | 9 |
|
|
2021
Q3 | $8.54M | Sell |
114,396
-6,936
| -6% | -$535K | 2.89% | 9 |
|
|
2021
Q2 | $8.96M | Buy |
121,332
+3,590
| +3% | +$251K | 3.13% | 9 |
|
|
2021
Q1 | $7.82M | Sell |
117,742
-114,686
| -49% | -$7.57M | 3.05% | 9 |
|
|
2020
Q4 | $15.1M | Buy |
232,428
+562
| +0.2% | +$34.2K | 6.3% | 4 |
|
|
2020
Q3 | $13.5M | Buy |
231,866
+5,112
| +2% | +$289K | 6.27% | 5 |
|
|
2020
Q2 | $11.8M | Buy |
226,754
+50,864
| +29% | +$2.39M | 6.07% | 5 |
|
|
2020
Q1 | $15 | Buy |
175,890
+4,062
| +2% | +$185K | 0.02% | 6 |
|
|
2019
Q4 | $7.88M | Sell |
171,828
-38,150
| -18% | -$1.63M | 4.07% | 8 |
|
|
2019
Q3 | $8.45M | Buy |
+209,978
| New | +$8.4M | 4.88% | 7 |
|
|
2019
Q2 | – | Sell |
-224,068
| Closed | -$8.54M | – | 7 |
|
|
2019
Q1 | $8.29M | Buy |
224,068
+9,210
| +4% | +$315K | 5.04% | 8 |
|
|
2018
Q4 | $6.66M | Buy |
214,858
+5,646
| +3% | +$191K | 4.64% | 9 |
|
|
2018
Q3 | $7.88M | Buy |
+209,212
| New | +$7.67M | 4.83% | 10 |
|
|
2016
Q1 | – | Sell |
-146
| Closed | -$3K | – | 45 |
|
|
2015
Q4 | $3K | Hold |
146
| – | – | ﹤0.01% | 34 |
|
|
2015
Q3 | $2K | Buy |
+146
| New | +$3.01K | ﹤0.01% | 86 |
|