AC
XLK icon

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
2021
Q4 		– Sell
-3,200
Closed -$239K – 510
2021
Q3 		$239K Buy
+3,200
New +$247K 0.03% 392

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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

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.