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

Executive 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	$302K	Buy	2,596 +106	+4%	+$12.3K	0.02%	212
2024 Q3	$281K	Buy	2,490 +216	+9%	+$23.7K	0.02%	224
2024 Q2	$257K	Buy	2,274 +330	+17%	+$34.7K	0.05%	109
2024 Q1	$203K	Buy	+1,944	New	+$197K	0.02%	236
2019 Q3	–	Sell	-670	Closed	-$26K	–	825
2019 Q2	$26K	Buy	670 +2	+0.3%	+$76	﹤0.01%	432
2019 Q1	$25K	Hold	668	–	–	﹤0.01%	392
2018 Q4	$21K	Buy	+668	New	+$22.6K	﹤0.01%	424

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

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

Executive Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q4 2024, buying an estimated $12.3K and bringing the position to 2,596 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #212.

Executive Wealth Management first reported a position in XLK in Q4 2018 and has held it in 7 quarters since. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Executive Wealth Management held 2,596 shares of State Street Technology Select Sector SPDR ETF worth $302K as of Q4 2024.
Executive Wealth Management bought 106 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $12.3K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #212 holding.
Executive Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 7 quarters since.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.