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Edge Capital Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Edge Capital Group’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 		$4.9M Buy
118,458
+76,350
+181% +$8.88M 0.22% 86
2024
Q3 		$4.75M Sell
42,108
-200
-0.5% -$22K 0.21% 94
2024
Q2 		$4.79M Buy
42,308
+180
+0.4% +$19K 0.23% 88
2024
Q1 		$4.39M Sell
42,128
-532
-1% -$53.8K 0.22% 93
2023
Q4 		$4.11M Sell
42,660
-90
-0.2% -$8.01K 0.23% 88
2023
Q3 		$3.5M Sell
42,750
-384
-0.9% -$32.9K 0.23% 87
2023
Q2 		$3.75M Sell
43,134
-574
-1% -$45.2K 0.22% 99
2023
Q1 		$3.3M Sell
43,708
-2,554
-6% -$176K 0.2% 97
2022
Q4 		$2.88M Sell
46,262
-620
-1% -$39.4K 0.2% 89
2022
Q3 		$2.78M Sell
46,882
-140,892
-75% -$9.62M 0.23% 85
2022
Q2 		$16.7M Buy
187,774
+136,298
+265% +$9.49M 1.44% 12
2022
Q1 		$4.09M Sell
51,476
-16
-0% -$1.26K 0.28% 77
2021
Q4 		$4.48M Sell
51,492
-1,914
-4% -$158K 0.32% 70
2021
Q3 		$3.99M Sell
53,406
-3,718
-7% -$287K 0.32% 66
2021
Q2 		$4.22M Sell
57,124
-3,488
-6% -$244K 0.34% 65
2021
Q1 		$4.03M Sell
60,612
-16,688
-22% -$1.1M 0.34% 64
2020
Q4 		$5.03M Sell
77,300
-778
-1% -$47.4K 0.42% 56
2020
Q3 		$4.56M Sell
78,078
-11,378
-13% -$643K 0.46% 49
2020
Q2 		$4.67M Buy
89,456
+880
+1% +$41.4K 0.49% 54
2020
Q1 		$3.56M Buy
88,576
+1,248
+1% +$57K 0.42% 55
2019
Q4 		$4M Sell
87,328
-4,066
-4% -$174K 0.39% 60
2019
Q3 		$3.68M Sell
91,394
-36,006
-28% -$1.44M 0.37% 66
2019
Q2 		$4.97M Sell
127,400
-18,626
-13% -$710K 0.48% 54
2019
Q1 		$5.4M Sell
146,026
-5,938
-4% -$203K 0.53% 49
2018
Q4 		$4.71M Buy
+151,964
New +$5.14M 0.51% 47

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

Edge Capital Group's XLK Position: Q4 2024 in Review

Edge Capital Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 181% in Q4 2024, buying an estimated $8.88M and bringing the position to 118,458 shares worth $4.9M. The position accounts for 0.22% of the portfolio, ranked #86.

Edge Capital Group first reported a position in XLK in Q4 2018 and has held it in 25 quarters since. The position peaked at $16.7M in Q2 2022. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Edge Capital Group held 118,458 shares of State Street Technology Select Sector SPDR ETF worth $4.9M as of Q4 2024.
  • Edge Capital Group bought 76,350 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $8.88M.
  • State Street Technology Select Sector SPDR ETF made up 0.22% of Edge Capital Group's portfolio in Q4 2024, its #86 holding.
  • Edge Capital Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's State Street Technology Select Sector SPDR ETF position peaked at $16.7M in Q2 2022.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.