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

Element Wealth’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	-76	Closed	-$8.84K	–	296
2024 Q4	$8.84K	Hold	76	–	–	﹤0.01%	252
2024 Q3	$8.58K	Hold	76	–	–	﹤0.01%	249
2024 Q2	$8.6K	Hold	76	–	–	﹤0.01%	248
2024 Q1	$7.91K	Hold	76	–	–	﹤0.01%	237
2023 Q4	$7.31K	Sell	76 -34	-31%	-$3.03K	﹤0.01%	231
2023 Q3	$9.02K	Buy	110 +34	+45%	+$2.92K	0.01%	215
2023 Q2	$6.61K	Buy	+76	New	+$5.99K	﹤0.01%	217

Other funds holding XLK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Element Wealth's XLK Position: Q1 2025 in Review

Element Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 76 shares — an estimated $8.84K sold.

Element Wealth first reported a position in XLK in Q2 2023 and held it in 7 quarters. The position peaked at $9.02K in Q3 2023. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Element Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 76 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $8.84K.
Element Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 7 quarters.
Element Wealth's State Street Technology Select Sector SPDR ETF position peaked at $9.02K in Q3 2023.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.