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Advantage Trust Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advantage Trust Company’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-58
Closed -$6.74K – 194
2024
Q4 		$6.74K Buy
+58
New +$6.75K ﹤0.01% 156

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LPL Financial
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UBS Group
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Ameriprise
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advantage Trust Company's XLK Position: Q1 2025 in Review

Advantage Trust Company sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 58 shares — an estimated $6.74K sold.

Advantage Trust Company first reported a position in XLK in Q4 2024 and held it in 1 quarter. The position peaked at $6.74K in Q4 2024. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Advantage Trust Company reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Advantage Trust Company sold 58 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $6.74K.
  • Advantage Trust Company first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Advantage Trust Company's State Street Technology Select Sector SPDR ETF position peaked at $6.74K in Q4 2024.
  • 2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Advantage Trust Company's 13F filing for Q1 2025, filed 7 May 2025.