Wealth Enhancement Advisory Services’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 | $45.3M | Sell |
335,304
-261,828
| -44% | -$36.9M | 0.1% | 205 |
|
|
2025
Q4 | $87.6M | Sell |
597,132
-43,944
| -7% | -$6.35M | 0.12% | 154 |
|
|
2025
Q3 | $91.6M | Sell |
641,076
-670
| -0.1% | -$88.7K | 0.14% | 141 |
|
|
2025
Q2 | $82.5M | Buy |
641,746
+29,154
| +5% | +$3.24M | 0.14% | 149 |
|
|
2025
Q1 | $63.2M | Sell |
612,592
-18,182
| -3% | -$2.06M | 0.12% | 167 |
|
|
2024
Q4 | $73.3M | Buy |
630,774
+57,596
| +10% | +$6.7M | 0.14% | 144 |
|
|
2024
Q3 | $64.7M | Sell |
573,178
-39,794
| -6% | -$4.37M | 0.14% | 149 |
|
|
2024
Q2 | $69.3M | Buy |
612,972
+4,732
| +0.8% | +$498K | 0.16% | 127 |
|
|
2024
Q1 | $63.3M | Buy |
608,240
+8,780
| +1% | +$888K | 0.16% | 131 |
|
|
2023
Q4 | $57.7M | Sell |
599,460
-10,564
| -2% | -$940K | 0.17% | 132 |
|
|
2023
Q3 | $50M | Buy |
610,024
+589,664
| +2,896% | +$50.6M | 0.16% | 132 |
|
|
2023
Q2 | $1.77M | Sell |
20,360
-14,732
| -42% | -$1.16M | 0.02% | 212 |
|
|
2023
Q1 | $2.65M | Buy |
35,092
+3,348
| +11% | +$230K | 0.03% | 181 |
|
|
2022
Q4 | $2.13M | Buy |
31,744
+42
| +0.1% | +$2.67K | 0.03% | 171 |
|
|
2022
Q3 | $1.91M | Buy |
31,702
+2,884
| +10% | +$197K | 0.03% | 174 |
|
|
2022
Q2 | $1.92M | Buy |
28,818
+2,020
| +8% | +$141K | 0.03% | 203 |
|
|
2022
Q1 | $2.16M | Buy |
26,798
+354
| +1% | +$27.8K | 0.03% | 188 |
|
|
2021
Q4 | $2.12M | Buy |
26,444
+684
| +3% | +$56.3K | 0.03% | 170 |
|
|
2021
Q3 | $2.05M | Buy |
25,760
+6,022
| +31% | +$465K | 0.03% | 145 |
|
|
2021
Q2 | $1.5M | Buy |
19,738
+44
| +0.2% | +$3.08K | 0.02% | 157 |
|
|
2021
Q1 | $1.36M | Buy |
19,694
+12,632
| +179% | +$834K | 0.02% | 161 |
|
|
2020
Q4 | $450K | Buy |
+7,062
| New | +$430K | 0.01% | 196 |
|
Other funds holding XLK
