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

Cassady Schiller 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	$242K	Buy	2,078 +52	+3%	+$6.05K	0.09%	108
2024 Q3	$229K	Hold	2,026	–	–	0.08%	113
2024 Q2	$229K	Buy	2,026 +202	+11%	+$21.3K	0.09%	109
2024 Q1	$190K	Buy	1,824 +24	+1%	+$2.43K	0.08%	120
2023 Q4	$173K	Hold	1,800	–	–	0.09%	121
2023 Q3	$148K	Sell	1,800 -662	-27%	-$56.8K	0.08%	123
2023 Q2	$214K	Hold	2,462	–	–	0.12%	101
2023 Q1	$186K	Hold	2,462	–	–	0.09%	109
2022 Q4	$153K	Buy	+2,462	New	+$156K	0.09%	110
2022 Q1	–	Sell	-2,462	Closed	-$214K	–	621
2021 Q4	$214K	Buy	+2,462	New	+$203K	0.13%	102

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

Cassady Schiller Wealth Management's XLK Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.6% in Q4 2024, buying an estimated $6.05K and bringing the position to 2,078 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #108.

Cassady Schiller Wealth Management first reported a position in XLK in Q4 2021 and has held it in 10 quarters since. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Cassady Schiller Wealth Management held 2,078 shares of State Street Technology Select Sector SPDR ETF worth $242K as of Q4 2024.
Cassady Schiller Wealth Management bought 52 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $6.05K.
State Street Technology Select Sector SPDR ETF made up 0.09% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #108 holding.
Cassady Schiller Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.