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

Claris 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
-1,284
Closed -$145K – 1188
2024
Q3 		$145K Buy
+1,284
New +$141K 0.06% 70

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Claris Advisors's XLK Position: Q4 2024 in Review

Claris Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 1,284 shares — an estimated $145K sold.

Claris Advisors first reported a position in XLK in Q3 2024 and held it in 1 quarter. The position peaked at $145K in Q3 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Claris Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 1,284 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $145K.
  • Claris Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's State Street Technology Select Sector SPDR ETF position peaked at $145K in Q3 2024.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.