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

Fairhaven 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	$239K	Sell	2,052 -118	-5%	-$13.7K	0.07%	100
2024 Q3	$245K	Sell	2,170 -178	-8%	-$19.5K	0.08%	100
2024 Q2	$266K	Hold	2,348	–	–	0.09%	95
2024 Q1	$245K	Hold	2,348	–	–	0.08%	101
2023 Q4	$226K	Buy	+2,348	New	+$209K	0.08%	97
2023 Q3	–	Sell	-2,392	Closed	-$208K	–	127
2023 Q2	$208K	Buy	+2,392	New	+$189K	0.08%	106
2022 Q1	–	Sell	-2,392	Closed	-$208K	–	136
2021 Q4	$208K	Buy	+2,392	New	+$197K	0.08%	108

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

Fairhaven Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.4% in Q4 2024, selling an estimated $13.7K and leaving 2,052 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #100.

Fairhaven Wealth Management first reported a position in XLK in Q4 2021 and has held it in 7 quarters since. The position peaked at $266K in Q2 2024. 2,195 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Fairhaven Wealth Management held 2,052 shares of State Street Technology Select Sector SPDR ETF worth $239K as of Q4 2024.
Fairhaven Wealth Management sold 118 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $13.7K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Fairhaven Wealth Management's portfolio in Q4 2024, its #100 holding.
Fairhaven Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
Fairhaven Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $266K in Q2 2024.
2,195 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.