Western 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 | $15.1M | Buy |
113,857
+15,926
| +16% | +$2.24M | 0.58% | 30 |
|
|
2025
Q4 | $14.1M | Buy |
97,931
+3,873
| +4% | +$559K | 0.65% | 27 |
|
|
2025
Q3 | $13.3M | Sell |
94,058
-12,992
| -12% | -$1.72M | 0.7% | 26 |
|
|
2025
Q2 | $13.6M | Sell |
107,050
-3,208
| -3% | -$356K | 0.81% | 25 |
|
|
2025
Q1 | $11.4M | Buy |
110,258
+3,790
| +4% | +$430K | 0.75% | 25 |
|
|
2024
Q4 | $12.4M | Sell |
106,468
-11,256
| -10% | -$1.31M | 0.81% | 30 |
|
|
2024
Q3 | $13.3M | Buy |
117,724
+15,750
| +15% | +$1.73M | 0.76% | 24 |
|
|
2024
Q2 | $11.5M | Buy |
101,974
+5,248
| +5% | +$553K | 0.86% | 25 |
|
|
2024
Q1 | $10.1M | Sell |
96,726
-3,320
| -3% | -$336K | 0.78% | 26 |
|
|
2023
Q4 | $9.63M | Buy |
100,046
+18,418
| +23% | +$1.64M | 0.69% | 27 |
|
|
2023
Q3 | $6.69M | Buy |
81,628
+750
| +0.9% | +$64.3K | 0.57% | 33 |
|
|
2023
Q2 | $7.03M | Sell |
80,878
-290
| -0.4% | -$22.9K | 0.6% | 30 |
|
|
2023
Q1 | $6.13M | Sell |
81,168
-704
| -0.9% | -$48.4K | 0.57% | 31 |
|
|
2022
Q4 | $5.09M | Sell |
81,872
-72,598
| -47% | -$4.61M | 0.52% | 40 |
|
|
2022
Q3 | $9.2M | Buy |
154,470
+6,620
| +4% | +$452K | 0.53% | 36 |
|
|
2022
Q2 | $9.41M | Sell |
147,850
-18,180
| -11% | -$1.27M | 0.54% | 33 |
|
|
2022
Q1 | $13.2M | Buy |
166,030
+72,950
| +78% | +$5.73M | 0.64% | 27 |
|
|
2021
Q4 | $8.1M | Buy |
+93,080
| New | +$7.67M | 0.8% | 23 |
|
|
2021
Q2 | $7.01M | Buy |
95,000
+1,860
| +2% | +$130K | 0.72% | 21 |
|
|
2021
Q1 | $6.18M | Buy |
93,140
+1,454
| +2% | +$96K | 0.83% | 20 |
|
|
2020
Q4 | $5.96M | Buy |
91,686
+8,074
| +10% | +$492K | 0.87% | 17 |
|
|
2020
Q3 | $4.88M | Buy |
83,612
+11,166
| +15% | +$631K | 0.8% | 20 |
|
|
2020
Q2 | $3.79M | Buy |
72,446
+52,396
| +261% | +$2.46M | 0.69% | 26 |
|
|
2020
Q1 | $806K | Buy |
20,050
+6,792
| +51% | +$310K | 0.18% | 126 |
|
|
2019
Q4 | $608K | Sell |
13,258
-1,898
| -13% | -$81.2K | 0.09% | 210 |
|
|
2019
Q3 | $606K | Buy |
15,156
+3,522
| +30% | +$141K | 0.13% | 184 |
|
|
2019
Q2 | $458K | Sell |
11,634
-1,738
| -13% | -$66.3K | 0.06% | 240 |
|
|
2019
Q1 | $495K | Sell |
13,372
-10,470
| -44% | -$358K | 0.11% | 210 |
|
|
2018
Q4 | $735K | Buy |
+23,842
| New | +$806K | 0.2% | 130 |
|
Other funds holding XLK
