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

Boulder Wealth Advisors’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 		$633K Hold
6,136
– – 0.37% 16
2024
Q4 		$713K Hold
6,136
– – 0.37% 17
2024
Q3 		$693K Hold
6,136
– – 0.38% 16
2024
Q2 		$694K Hold
6,136
– – 0.4% 16
2024
Q1 		$639K Buy
+6,136
New +$621K 0.4% 15

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

Boulder Wealth Advisors's XLK Position: Q1 2025 in Review

Boulder Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2025 at 6,136 shares worth $633K. The position accounts for 0.37% of the portfolio, ranked #16.

Boulder Wealth Advisors first reported a position in XLK in Q1 2024 and has held it in 5 quarters since. The position peaked at $713K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Boulder Wealth Advisors held 6,136 shares of State Street Technology Select Sector SPDR ETF worth $633K as of Q1 2025.
  • Boulder Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2025.
  • State Street Technology Select Sector SPDR ETF made up 0.37% of Boulder Wealth Advisors's portfolio in Q1 2025, its #16 holding.
  • Boulder Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
  • Boulder Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $713K in Q4 2024.
  • 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Boulder Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.