Winthrop Advisory Group’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 | $907K | Buy |
6,823
+838
| +14% | +$118K | 0.07% | 79 |
|
|
2025
Q4 | $862K | Sell |
5,985
-305
| -5% | -$44K | 0.07% | 77 |
|
|
2025
Q3 | $886K | Sell |
6,290
-62
| -1% | -$8.21K | 0.08% | 73 |
|
|
2025
Q2 | $804K | Buy |
6,352
+984
| +18% | +$109K | 0.08% | 76 |
|
|
2025
Q1 | $554K | Sell |
5,368
-1,262
| -19% | -$143K | 0.07% | 85 |
|
|
2024
Q4 | $771K | Buy |
6,630
+1,346
| +25% | +$157K | 0.09% | 73 |
|
|
2024
Q3 | $596K | Sell |
5,284
-139,846
| -96% | -$15.4M | 0.07% | 78 |
|
|
2024
Q2 | $6.61M | Buy |
145,130
+141,090
| +3,492% | +$14.9M | 0.9% | 20 |
|
|
2024
Q1 | $421K | Sell |
4,040
-18
| -0.4% | -$1.82K | 0.06% | 93 |
|
|
2023
Q4 | $390K | Sell |
4,058
-1,578
| -28% | -$140K | 0.06% | 92 |
|
|
2023
Q3 | $462K | Sell |
5,636
-130
| -2% | -$11.1K | 0.08% | 77 |
|
|
2023
Q2 | $501K | Sell |
5,766
-356
| -6% | -$28.1K | 0.08% | 74 |
|
|
2023
Q1 | $462K | Sell |
6,122
-48
| -0.8% | -$3.3K | 0.08% | 73 |
|
|
2022
Q4 | $384K | Buy |
6,170
+6
| +0.1% | +$381 | 0.07% | 83 |
|
|
2022
Q3 | $366K | Sell |
6,164
-468
| -7% | -$31.9K | 0.08% | 72 |
|
|
2022
Q2 | $422K | Sell |
6,632
-694
| -9% | -$48.3K | 0.1% | 69 |
|
|
2022
Q1 | $582K | Sell |
7,326
-146
| -2% | -$11.5K | 0.12% | 60 |
|
|
2021
Q4 | $650K | Sell |
7,472
-10
| -0.1% | -$824 | 0.13% | 56 |
|
|
2021
Q3 | $559K | Sell |
7,482
-112
| -1% | -$8.64K | 0.12% | 55 |
|
|
2021
Q2 | $560K | Sell |
7,594
-150
| -2% | -$10.5K | 0.13% | 56 |
|
|
2021
Q1 | $515K | Sell |
7,744
-816
| -10% | -$53.9K | 0.13% | 59 |
|
|
2020
Q4 | $557K | Buy |
8,560
+3,212
| +60% | +$196K | 0.15% | 57 |
|
|
2020
Q3 | $315K | Buy |
+5,348
| New | +$302K | 0.1% | 80 |
|
Other funds holding XLK
