Aveo Capital Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Aveo Capital Partners’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 Q2	–	Sell	-8,758	Closed	-$945K	–	171
2025 Q1	$945K	Buy	8,758 +758	+9%	+$85.9K	0.16%	80
2024 Q4	$930K	Buy	8,000 +4,690	+142%	+$546K	0.1%	139
2024 Q3	$374K	Sell	3,310 -44	-1%	-$4.83K	0.04%	244
2024 Q2	$379K	Sell	3,354 -1,002	-23%	-$106K	0.04%	230
2024 Q1	$441K	Sell	4,356 -70	-2%	-$7.08K	0.05%	234
2023 Q4	$426K	Sell	4,426 -45,832	-91%	-$4.08M	0.05%	223
2023 Q3	$4.12M	Sell	50,258 -316	-0.6%	-$27.1K	0.54%	58
2023 Q2	$4.4M	Sell	50,574 -5,064	-9%	-$399K	0.56%	57
2023 Q1	$4.2M	Buy	55,638 +8,050	+17%	+$554K	0.56%	54
2022 Q4	$2.96M	Sell	47,588 -28,900	-38%	-$1.84M	0.45%	54
2022 Q3	$4.54M	Sell	76,488 -23,880	-24%	-$1.63M	0.78%	27
2022 Q2	$6.38M	Sell	100,368 -28,336	-22%	-$1.97M	1.05%	20
2022 Q1	$10.2M	Buy	128,704 +67,122	+109%	+$5.27M	1.8%	7
2021 Q4	$5.35M	Buy	61,582 +4,120	+7%	+$339K	0.96%	19
2021 Q3	$4.29M	Buy	57,462 +2,890	+5%	+$223K	0.89%	29
2021 Q2	$4.03M	Buy	54,572 +2,540	+5%	+$178K	0.89%	32
2021 Q1	$3.46M	Buy	52,032 +26,904	+107%	+$1.78M	0.87%	30
2020 Q4	$1.63M	Sell	25,128 -66,896	-73%	-$4.07M	2.53%	9
2020 Q3	$5.37M	Buy	92,024 +70,200	+322%	+$3.97M	1.93%	11
2020 Q2	$1.14M	Sell	21,824 -20,416	-48%	-$960K	2.29%	9
2020 Q1	$1.7M	Sell	42,240 -65,240	-61%	-$2.98M	0.83%	31
2019 Q4	$4.93M	Buy	107,480 +53,500	+99%	+$2.29M	1.95%	8
2019 Q3	$2.3M	Sell	53,980 -1,908	-3%	-$76.3K	0.95%	30
2019 Q2	$2.31M	Buy	55,888 +4,978	+10%	+$190K	1%	32
2019 Q1	$1.88M	Buy	+50,910	New	+$1.74M	0.87%	29
2018 Q4	–	Sell	-5,680	Closed	-$200K	–	150
2018 Q3	$200K	Sell	5,680 -144	-2%	-$5.28K	0.09%	136
2018 Q2	$202K	Buy	+5,824	New	+$200K	0.09%	135

Other funds holding XLK

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Aveo Capital Partners's XLK Position: Q2 2025 in Review

Aveo Capital Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 8,758 shares — an estimated $945K sold.

Aveo Capital Partners first reported a position in XLK in Q2 2018 and held it in 27 quarters. The position peaked at $10.2M in Q1 2022. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Aveo Capital Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 8,758 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $945K.
Aveo Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and held it in 27 quarters.
Aveo Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $10.2M in Q1 2022.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.