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

Avestar Capital’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	-1,962	Closed	-$228K	–	556
2024 Q4	$228K	Buy	+1,962	New	+$228K	0.02%	446
2022 Q2	–	Sell	-8,650	Closed	-$687K	–	408
2022 Q1	$687K	Buy	8,650 +1,240	+17%	+$97.3K	0.11%	175
2021 Q4	$644K	Sell	7,410 -3,410	-32%	-$281K	0.08%	214
2021 Q3	$808K	Buy	10,820 +3,200	+42%	+$247K	0.1%	213
2021 Q2	$563K	Sell	7,620 -6,096	-44%	-$427K	0.08%	254
2021 Q1	$972K	Buy	13,716 +6,768	+97%	+$447K	0.22%	103
2020 Q4	$452K	Buy	6,948 +558	+9%	+$34K	0.13%	146
2020 Q3	$370K	Buy	6,390 +732	+13%	+$41.4K	0.12%	141
2020 Q2	$296K	Sell	5,658 -1,248	-18%	-$58.7K	0.13%	137
2020 Q1	$278K	Buy	+6,906	New	+$315K	0.15%	122
2019 Q3	–	Sell	-4,600	Closed	-$179K	–	859
2019 Q2	$179K	Hold	4,600	–	–	0.11%	122
2019 Q1	$170K	Sell	4,600 -3,222	-41%	-$110K	0.11%	130
2018 Q4	$240K	Hold	7,822	–	–	0.16%	86
2018 Q3	$293K	Buy	7,822 +700	+10%	+$25.7K	0.17%	75
2018 Q2	$246K	Buy	7,122 +4,522	+174%	+$155K	0.16%	91
2018 Q1	$84K	Sell	2,600 -1,154	-31%	-$38.8K	0.05%	190
2017 Q4	$118K	Buy	+3,754	New	+$118K	0.09%	134

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

Avestar Capital's XLK Position: Q1 2025 in Review

Avestar Capital sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 1,962 shares — an estimated $228K sold.

Avestar Capital first reported a position in XLK in Q4 2017 and held it in 17 quarters. The position peaked at $972K in Q1 2021. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Avestar Capital reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Avestar Capital sold 1,962 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $228K.
Avestar Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 17 quarters.
Avestar Capital's State Street Technology Select Sector SPDR ETF position peaked at $972K in Q1 2021.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.