AWM
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Avitas Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Avitas Wealth Management’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
2024
Q4 		$5.68M Sell
48,820
-2,718
-5% -$316K 0.79% 29
2024
Q3 		$5.82M Sell
51,538
-882
-2% -$96.8K 0.82% 30
2024
Q2 		$5.93M Buy
52,420
+226
+0.4% +$23.8K 0.87% 26
2024
Q1 		$5.44M Sell
52,194
-1,140
-2% -$115K 0.83% 34
2023
Q4 		$5.13M Buy
53,334
+456
+0.9% +$40.6K 0.86% 30
2023
Q3 		$4.33M Sell
52,878
-124
-0.2% -$10.6K 0.82% 31
2023
Q2 		$4.61M Buy
53,002
+386
+0.7% +$30.4K 0.83% 31
2023
Q1 		$3.97M Buy
52,616
+8,896
+20% +$612K 0.78% 33
2022
Q4 		$2.72M Sell
43,720
-9,048
-17% -$575K 0.57% 52
2022
Q3 		$3.13M Sell
52,768
-186,970
-78% -$12.8M 0.72% 41
2022
Q2 		$15.2M Buy
239,738
+192,002
+402% +$13.4M 3.33% 3
2022
Q1 		$3.79M Buy
47,736
+10,656
+29% +$837K 0.68% 40
2021
Q4 		$3.22M Sell
37,080
-286
-0.8% -$23.6K 0.54% 74
2021
Q3 		$2.79M Sell
37,366
-362
-1% -$27.9K 0.51% 79
2021
Q2 		$2.79M Buy
37,728
+454
+1% +$31.8K 0.5% 77
2021
Q1 		$2.48M Sell
37,274
-2,988
-7% -$197K 0.48% 77
2020
Q4 		$2.62M Sell
40,262
-148
-0.4% -$9.01K 0.53% 71
2020
Q3 		$2.36M Sell
40,410
-4,678
-10% -$264K 0.66% 51
2020
Q2 		$2.36M Sell
45,088
-22
-0% -$1.03K 0.78% 42
2020
Q1 		$1.81M Sell
45,110
-14,858
-25% -$678K 0.83% 44
2019
Q4 		$2.75M Sell
59,968
-542
-0.9% -$23.2K 0.71% 65
2019
Q3 		$2.44M Sell
60,510
-1,212
-2% -$48.5K 0.67% 67
2019
Q2 		$2.41M Buy
61,722
+1,384
+2% +$52.8K 0.67% 69
2019
Q1 		$2.23M Buy
60,338
+138
+0.2% +$4.72K 0.65% 71
2018
Q4 		$1.87M Buy
60,200
+3,248
+6% +$110K 0.61% 75
2018
Q3 		$2.15M Sell
56,952
-15,102
-21% -$554K 0.61% 77
2018
Q2 		$2.5M Buy
+72,054
New +$2.47M 0.78% 58

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Avitas Wealth Management's XLK Position: Q4 2024 in Review

Avitas Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.3% in Q4 2024, selling an estimated $316K and leaving 48,820 shares worth $5.68M. The position accounts for 0.79% of the portfolio, ranked #29.

Avitas Wealth Management first reported a position in XLK in Q2 2018 and has held it in 27 quarters since. The position peaked at $15.2M in Q2 2022. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Avitas Wealth Management held 48,820 shares of State Street Technology Select Sector SPDR ETF worth $5.68M as of Q4 2024.
  • Avitas Wealth Management sold 2,718 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $316K.
  • State Street Technology Select Sector SPDR ETF made up 0.79% of Avitas Wealth Management's portfolio in Q4 2024, its #29 holding.
  • Avitas Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $15.2M in Q2 2022.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.