Welch & Forbes’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Buy |
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|
2025
Q2 | $951K | Hold |
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|
2025
Q1 | $775K | Buy |
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|
2024
Q4 | $768K | Hold |
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|
2024
Q3 | $746K | Hold |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $692K | Buy |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $571K | Buy |
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|
2023
Q1 | $461K | Hold |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $529K | Hold |
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|
2022
Q2 | $566K | Hold |
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|
2022
Q1 | $707K | Hold |
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|
2021
Q4 | $775K | Hold |
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|
2021
Q3 | $665K | Hold |
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|
2021
Q2 | $657K | Buy |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $437K | Hold |
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|
2020
Q3 | $392K | Hold |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $270K | Hold |
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|
2019
Q4 | $308K | Hold |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $262K | Buy |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $203K | Hold |
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|
2018
Q3 | $247K | Sell |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $329K | Hold |
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|
2017
Q4 | $322K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $222K | Hold |
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|
2016
Q3 | $219K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $272K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $243K | Buy |
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|
2015
Q1 | $236K | Buy |
|