AlphaQ Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

AlphaQ Advisors’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	$1.68M	Buy	16,228 +322	+2%	+$36.5K	4.02%	8
2024 Q4	$1.85M	Buy	15,906 +1,254	+9%	+$146K	5.06%	6
2024 Q3	$1.65M	Sell	14,652 -354	-2%	-$38.9K	4.59%	7
2024 Q2	$1.7M	Sell	15,006 -9,032	-38%	-$951K	4.95%	7
2024 Q1	$2.5M	Buy	24,038 +660	+3%	+$66.7K	1.51%	19
2023 Q4	$2.25M	Buy	23,378 +2,324	+11%	+$207K	1.56%	22
2023 Q3	$1.73M	Sell	21,054 -2,972	-12%	-$255K	1.5%	18
2023 Q2	$2.09M	Sell	24,026 -3,280	-12%	-$259K	1.54%	12
2023 Q1	$2.06M	Sell	27,306 -1,576	-5%	-$108K	1.75%	11
2022 Q4	$1.8M	Buy	+28,882	New	+$1.83M	1.56%	14

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AlphaQ Advisors's XLK Position: Q1 2025 in Review

AlphaQ Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q1 2025, buying an estimated $36.5K and bringing the position to 16,228 shares worth $1.68M. The position accounts for 4.02% of the portfolio, ranked #8.

AlphaQ Advisors first reported a position in XLK in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.5M in Q1 2024. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

AlphaQ Advisors held 16,228 shares of State Street Technology Select Sector SPDR ETF worth $1.68M as of Q1 2025.
AlphaQ Advisors bought 322 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $36.5K.
State Street Technology Select Sector SPDR ETF made up 4.02% of AlphaQ Advisors's portfolio in Q1 2025, its #8 holding.
AlphaQ Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 10 quarters since.
AlphaQ Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.5M in Q1 2024.
2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.