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

Davies 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
-2,064
Closed -$233K – 74
2024
Q3 		$233K Hold
2,064
– – 0.2% 66
2024
Q2 		$233K Buy
+2,064
New +$217K 0.22% 63

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

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

Davies Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 2,064 shares — an estimated $233K sold.

Davies Financial Advisors first reported a position in XLK in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q2 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Davies Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • Davies Financial Advisors sold 2,064 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $233K.
  • Davies Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
  • Davies Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $233K in Q2 2024.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Davies Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.