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

Drive 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	–	Sell	-2,684	Closed	-$303K	–	383
2024 Q3	$303K	Hold	2,684	–	–	0.08%	212
2024 Q2	$304K	Hold	2,684	–	–	0.08%	190
2024 Q1	$279K	Hold	2,684	–	–	0.08%	216
2023 Q4	$258K	Sell	2,684 -8	-0.3%	-$712	0.08%	221
2023 Q3	$221K	Sell	2,692 -6	-0.2%	-$515	0.08%	228
2023 Q2	$235K	Sell	2,698 -1,042	-28%	-$82.1K	0.09%	215
2023 Q1	$282K	Buy	+3,740	New	+$257K	0.12%	185
2022 Q2	–	Sell	-2,956	Closed	-$235K	–	191
2022 Q1	$235K	Buy	2,956 +84	+3%	+$6.59K	0.2%	137
2021 Q4	$250K	Buy	+2,872	New	+$237K	0.22%	120

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

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

Drive Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 2,684 shares — an estimated $303K sold.

Drive Wealth Management first reported a position in XLK in Q4 2021 and held it in 9 quarters. The position peaked at $304K in Q2 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Drive Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Drive Wealth Management sold 2,684 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $303K.
Drive Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Drive Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $304K 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 Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.