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Castleview Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Castleview Partners’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 		– Sell
-12,402
Closed -$1.44M – 584
2024
Q4 		$1.44M Sell
12,402
-874
-7% -$102K 0.77% 24
2024
Q3 		$1.5M Sell
13,276
-556
-4% -$61K 0.86% 21
2024
Q2 		$1.56M Sell
13,832
-2,226
-14% -$234K 0.89% 20
2024
Q1 		$1.67M Buy
16,058
+482
+3% +$48.7K 0.93% 16
2023
Q4 		$1.5M Buy
15,576
+15,244
+4,592% +$1.36M 1.05% 14
2023
Q3 		$27.2K Buy
332
+14
+4% +$1.2K 0.03% 330
2023
Q2 		$27.6K Sell
318
-1,086
-77% -$85.6K 0.02% 329
2023
Q1 		$106K Buy
1,404
+1,106
+371% +$76.1K 0.09% 176
2022
Q4 		$18.5K Hold
298
– – 0.02% 305
2022
Q3 		$18K Sell
298
-6,020
-95% -$411K 0.02% 331
2022
Q2 		$222K Buy
6,318
+5,670
+875% +$395K 0.18% 128
2022
Q1 		$51K Sell
648
-115,496
-99% -$9.07M 0.03% 348
2021
Q4 		$334 Buy
+116,144
New +$9.56M ﹤0.01% 588
2021
Q2 		$48K Buy
+648
New +$45.4K 0.02% 429

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

Castleview Partners's XLK Position: Q1 2025 in Review

Castleview Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 12,402 shares — an estimated $1.44M sold.

Castleview Partners first reported a position in XLK in Q2 2021 and held it in 14 quarters. The position peaked at $1.67M in Q1 2024. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Castleview Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 12,402 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $1.44M.
  • Castleview Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and held it in 14 quarters.
  • Castleview Partners's State Street Technology Select Sector SPDR ETF position peaked at $1.67M in Q1 2024.
  • 2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.