Wealthcare Advisory Partners’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
Q2 | $9.72M | Sell |
51,030
-7,085
| -12% | -$1.21M | 0.18% | 110 |
|
|
2026
Q1 | $7.72M | Sell |
58,115
-8,380
| -13% | -$1.18M | 0.15% | 130 |
|
|
2025
Q4 | $9.57M | Sell |
66,495
-11,677
| -15% | -$1.69M | 0.19% | 114 |
|
|
2025
Q3 | $11M | Buy |
78,172
+3,702
| +5% | +$490K | 0.23% | 91 |
|
|
2025
Q2 | $9.43M | Buy |
74,470
+17,100
| +30% | +$1.9M | 0.22% | 94 |
|
|
2025
Q1 | $5.92M | Buy |
57,370
+3,054
| +6% | +$346K | 0.16% | 116 |
|
|
2024
Q4 | $6.31M | Sell |
54,316
-3,100
| -5% | -$361K | 0.18% | 109 |
|
|
2024
Q3 | $6.48M | Sell |
57,416
-4,000
| -7% | -$439K | 0.18% | 102 |
|
|
2024
Q2 | $6.95M | Sell |
61,416
-14,490
| -19% | -$1.53M | 0.22% | 83 |
|
|
2024
Q1 | $7.9M | Sell |
75,906
-56
| -0.1% | -$5.66K | 0.26% | 71 |
|
|
2023
Q4 | $7.31M | Buy |
75,962
+14,626
| +24% | +$1.3M | 0.29% | 64 |
|
|
2023
Q3 | $5.03M | Sell |
61,336
-474
| -0.8% | -$40.6K | 0.23% | 79 |
|
|
2023
Q2 | $5.37M | Buy |
61,810
+8,536
| +16% | +$673K | 0.24% | 77 |
|
|
2023
Q1 | $4.02M | Buy |
53,274
+20,006
| +60% | +$1.38M | 0.17% | 100 |
|
|
2022
Q4 | $2.07M | Sell |
33,268
-1,548
| -4% | -$98.3K | 0.1% | 158 |
|
|
2022
Q3 | $2.07M | Buy |
34,816
+17,170
| +97% | +$1.17M | 0.12% | 137 |
|
|
2022
Q2 | $1.12M | Sell |
17,646
-356
| -2% | -$24.8K | 0.07% | 190 |
|
|
2022
Q1 | $1.43M | Buy |
18,002
+6
| +0% | +$471 | 0.09% | 138 |
|
|
2021
Q4 | $1.56M | Sell |
17,996
-5,012
| -22% | -$413K | 0.09% | 132 |
|
|
2021
Q3 | $1.72M | Buy |
23,008
+1,264
| +6% | +$97.5K | 0.11% | 119 |
|
|
2021
Q2 | $1.6M | Sell |
21,744
-370
| -2% | -$25.9K | 0.11% | 126 |
|
|
2021
Q1 | $1.47M | Sell |
22,114
-604
| -3% | -$39.9K | 0.11% | 122 |
|
|
2020
Q4 | $1.48M | Buy |
22,718
+1,214
| +6% | +$73.9K | 0.13% | 96 |
|
|
2020
Q3 | $1.25M | Buy |
21,504
+890
| +4% | +$50.3K | 0.14% | 93 |
|
|
2020
Q2 | $1.08M | Buy |
20,614
+9,878
| +92% | +$465K | 0.13% | 95 |
|
|
2020
Q1 | $431K | Sell |
10,736
-2,400
| -18% | -$110K | 0.06% | 172 |
|
|
2019
Q4 | $602K | Buy |
13,136
+4,618
| +54% | +$198K | 0.08% | 154 |
|
|
2019
Q3 | $343K | Buy |
8,518
+4,224
| +98% | +$169K | 0.05% | 191 |
|
|
2019
Q2 | $168K | Sell |
4,294
-64
| -1% | -$2.44K | 0.03% | 292 |
|
|
2019
Q1 | $161K | Buy |
4,358
+1,082
| +33% | +$37K | 0.03% | 268 |
|
|
2018
Q4 | $102K | Buy |
3,276
+422
| +15% | +$14.3K | 0.02% | 307 |
|
|
2018
Q3 | $107K | Sell |
2,854
-560
| -16% | -$20.5K | 0.02% | 329 |
|
|
2018
Q2 | $119K | Buy |
3,414
+2,102
| +160% | +$72.1K | 0.02% | 296 |
|
|
2018
Q1 | $43K | Buy |
1,312
+930
| +243% | +$31.2K | 0.01% | 431 |
|
|
2017
Q4 | $12K | Buy |
382
+200
| +110% | +$6.27K | ﹤0.01% | 645 |
|
|
2017
Q3 | $5K | Buy |
+182
| New | +$5.24K | ﹤0.01% | 664 |
|
Other funds holding XLK
CA
IA
AIC
KL
TC
DC
BAM
SPIA
UAS
SFGP