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

Campbell 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	$496K	Buy	4,268 +62	+1%	+$7.21K	0.04%	46
2024 Q3	$475K	Buy	4,206 +8	+0.2%	+$878	0.04%	35
2024 Q2	$475K	Buy	4,198 +110	+3%	+$11.6K	0.15%	21
2024 Q1	$426K	Buy	4,088 +202	+5%	+$20.4K	0.04%	48
2023 Q4	$374K	Buy	3,886 +152	+4%	+$13.5K	0.04%	40
2023 Q3	$306K	Sell	3,734 -42	-1%	-$3.6K	0.04%	51
2023 Q2	$328K	Sell	3,776 -380	-9%	-$30K	0.04%	48
2023 Q1	$314K	Sell	4,156 -970	-19%	-$66.8K	0.04%	47
2022 Q4	$319K	Sell	5,126 -56	-1%	-$3.56K	0.04%	49
2022 Q3	$308K	Hold	5,182	–	–	0.04%	47
2022 Q2	$329K	Buy	5,182 +76	+1%	+$5.29K	0.05%	34
2022 Q1	$406K	Sell	5,106 -978	-16%	-$76.8K	0.05%	37
2021 Q4	$529K	Buy	6,084 +1,046	+21%	+$86.1K	0.06%	30
2021 Q3	$376K	Hold	5,038	–	–	0.05%	36
2021 Q2	$372K	Buy	5,038 +206	+4%	+$14.4K	0.05%	35
2021 Q1	$321K	Buy	4,832 +774	+19%	+$51.1K	0.04%	39
2020 Q4	$264K	Buy	4,058 +318	+9%	+$19.4K	0.04%	48
2020 Q3	$218K	Hold	3,740	–	–	0.04%	53
2020 Q2	$195K	Buy	+3,740	New	+$176K	0.03%	55

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Campbell Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q4 2024, buying an estimated $7.21K and bringing the position to 4,268 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #46.

Campbell Wealth Management first reported a position in XLK in Q2 2020 and has held it in 19 quarters since. The position peaked at $529K in Q4 2021. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Campbell Wealth Management held 4,268 shares of State Street Technology Select Sector SPDR ETF worth $496K as of Q4 2024.
Campbell Wealth Management bought 62 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $7.21K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #46 holding.
Campbell Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
Campbell Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $529K in Q4 2021.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.