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Bison Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bison Wealth’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 		$1.09M Buy
9,346
+770
+9% +$89.6K 0.24% 84
2024
Q3 		$968K Buy
8,576
+1,362
+19% +$150K 0.15% 141
2024
Q2 		$751K Hold
7,214
– – 0.12% 175
2024
Q1 		$751K Buy
7,214
+38
+0.5% +$3.84K 0.12% 175
2023
Q4 		$691K Buy
7,176
+400
+6% +$35.6K 0.12% 184
2023
Q3 		$555K Buy
6,776
+42
+0.6% +$3.6K 0.11% 194
2023
Q2 		$585K Buy
6,734
+1,768
+36% +$139K 0.11% 189
2023
Q1 		$375K Sell
4,966
-358
-7% -$24.6K 0.12% 177
2022
Q4 		$357K Buy
5,324
+2
+0% +$127 0.11% 189
2022
Q3 		$316K Sell
5,322
-400
-7% -$27.3K 0.12% 194
2022
Q2 		$364K Sell
5,722
-6
-0.1% -$418 0.21% 127
2022
Q1 		$455K Sell
5,728
-186
-3% -$14.6K 0.23% 116
2021
Q4 		$514K Sell
5,914
-738
-11% -$60.8K 0.3% 83
2021
Q3 		$497K Buy
6,652
+2
+0% +$154 0.23% 112
2021
Q2 		$491K Buy
6,650
+538
+9% +$37.7K 0.21% 120
2021
Q1 		$406K Buy
6,112
+2,400
+65% +$158K 0.17% 153
2020
Q4 		$241K Hold
3,712
– – 0.11% 194
2020
Q3 		$217K Buy
3,712
+30
+0.8% +$1.7K 0.13% 169
2020
Q2 		$192K Sell
3,682
-748
-17% -$35.2K 0.12% 186
2020
Q1 		$178K Buy
4,430
+80
+2% +$3.65K 0.13% 176
2019
Q4 		$199K Buy
+4,350
New +$186K 0.1% 231
2016
Q1 		– Sell
-25,566
Closed -$547K – 246
2015
Q4 		$547K Buy
+25,566
New +$551K 0.31% 101

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Bison Wealth's XLK Position: Q4 2024 in Review

Bison Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9% in Q4 2024, buying an estimated $89.6K and bringing the position to 9,346 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #84.

Bison Wealth first reported a position in XLK in Q4 2015 and has held it in 22 quarters since. 2,195 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Bison Wealth held 9,346 shares of State Street Technology Select Sector SPDR ETF worth $1.09M as of Q4 2024.
  • Bison Wealth bought 770 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $89.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.24% of Bison Wealth's portfolio in Q4 2024, its #84 holding.
  • Bison Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 22 quarters since.
  • 2,195 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.