SCA
Stuart Chaussee & Associates’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
3,614
+500
| +16% | +$127K | 0.21% | 20 |
|
|
2025
Q1 | $643K | Hold |
3,114
| – | – | 0.16% | 20 |
|
|
2024
Q4 | $724K | Sell |
3,114
-410
| -12% | -$95.3K | 0.18% | 18 |
|
|
2024
Q3 | $796K | Hold |
3,524
| – | – | 0.21% | 15 |
|
|
2024
Q2 | $797K | Hold |
3,524
| – | – | 0.22% | 15 |
|
|
2024
Q1 | $734K | Hold |
3,524
| – | – | 0.21% | 14 |
|
|
2023
Q4 | $678K | Hold |
3,524
| – | – | 0.2% | 15 |
|
|
2023
Q3 | $578K | Hold |
3,524
| – | – | 0.19% | 11 |
|
|
2023
Q2 | $613K | Hold |
3,524
| – | – | 0.19% | 13 |
|
|
2023
Q1 | $532K | Hold |
3,524
| – | – | 0.18% | 12 |
|
|
2022
Q4 | $439K | Sell |
3,524
-3,255
| -48% | -$405K | 0.16% | 12 |
|
|
2022
Q3 | $805K | Hold |
6,779
| – | – | 1.87% | 4 |
|
|
2022
Q2 | $862K | Sell |
6,779
-70
| -1% | -$8.9K | 1.86% | 4 |
|
|
2022
Q1 | $1.09M | Buy |
6,849
+70
| +1% | +$11.1K | 0.52% | 9 |
|
|
2021
Q4 | $1.18M | Hold |
6,779
| – | – | 0.51% | 11 |
|
|
2021
Q3 | $1.01M | Hold |
6,779
| – | – | 1.58% | 6 |
|
|
2021
Q2 | $1M | Sell |
6,779
-1,311
| -16% | -$194K | 0.44% | 11 |
|
|
2021
Q1 | $1.07M | Hold |
8,090
| – | – | 0.41% | 12 |
|
|
2020
Q4 | $1.05M | Buy |
8,090
+1,350
| +20% | +$176K | 0.42% | 9 |
|
|
2020
Q3 | $787K | Buy |
6,740
+5,205
| +339% | +$608K | 0.36% | 9 |
|
|
2020
Q2 | $160K | Buy |
+1,535
| New | +$160K | 0.08% | 19 |
|
|
2018
Q4 | – | Sell |
-273,321
| Closed | -$20.6M | – | 138 |
|
|
2018
Q3 | $20.6M | Buy |
273,321
+1,021
| +0.4% | +$76.9K | 13.03% | 3 |
|
|
2018
Q2 | $18.9M | Buy |
+272,300
| New | +$18.9M | 12.74% | 3 |
|
|
2016
Q1 | – | Sell |
-144
| Closed | -$6K | – | 96 |
|
|
2015
Q4 | $6K | Buy |
+144
| New | +$6K | 0.01% | 77 |
|