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Camarda Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Camarda Financial 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
2024
Q4 		– Sell
-131,556
Closed -$14.9M – 110
2024
Q3 		$14.9M Buy
131,556
+2,016
+2% +$221K 5.56% 3
2024
Q2 		$14.7M Sell
129,540
-290
-0.2% -$30.5K 5.76% 1
2024
Q1 		$13.5M Sell
129,830
-3,718
-3% -$376K 5.46% 3
2023
Q4 		$12.9M Buy
+133,548
New +$11.9M 5.54% 1
2023
Q3 		– Sell
-135,074
Closed -$11.7M – 85
2023
Q2 		$11.7M Buy
+135,074
New +$10.6M 5.86% 1
2023
Q1 		– Sell
-8,754
Closed -$545K – 91
2022
Q4 		$545K Sell
8,754
-20,172
-70% -$1.28M 0.55% 60
2022
Q3 		$1.72M Sell
28,926
-50,888
-64% -$3.47M 2.02% 10
2022
Q2 		$5.07M Sell
79,814
-29,384
-27% -$2.05M 5.03% 4
2022
Q1 		$8.68M Buy
109,198
+29,694
+37% +$2.33M 4.14% 4
2021
Q4 		$6.91M Sell
79,504
-55,210
-41% -$4.55M 3.91% 9
2021
Q3 		$10.1M Buy
134,714
+129,786
+2,634% +$10M 6.78% 6
2021
Q2 		$364K Sell
4,928
-119,896
-96% -$8.4M 0.23% 70
2021
Q1 		$8.29M Buy
124,824
+42
+0% +$2.77K 5.93% 1
2020
Q4 		$8.11M Sell
124,782
-12,104
-9% -$737K 6.83% 1
2020
Q3 		$7.99M Buy
136,886
+2,542
+2% +$144K 9.7% 1
2020
Q2 		$7.02M Buy
+134,344
New +$6.32M 9.82% 1
2014
Q2 		– Sell
-1,160
Closed -$21K – 233
2014
Q1 		$21K Buy
+1,160
New +$20.7K 0.02% 135

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

Camarda Financial Advisors's XLK Position: Q4 2024 in Review

Camarda Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 131,556 shares — an estimated $14.9M sold.

Camarda Financial Advisors first reported a position in XLK in Q1 2014 and held it in 17 quarters. The position peaked at $14.9M in Q3 2024. 2,195 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Camarda Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Camarda Financial Advisors sold 131,556 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $14.9M.
  • Camarda Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2014 and held it in 17 quarters.
  • Camarda Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $14.9M in Q3 2024.
  • 2,195 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Camarda Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.