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Financial Advocates Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-23,284
Closed -$2.95M – 611
2025
Q2 		$2.95M Sell
23,284
-24,352
-51% -$2.7M 0.24% 96
2025
Q1 		$4.92M Sell
47,636
-7,716
-14% -$875K 0.34% 62
2024
Q4 		$6.44M Sell
55,352
-22,938
-29% -$2.67M 0.37% 59
2024
Q3 		$7.01M Buy
78,290
+25,028
+47% +$2.75M 0.4% 58
2024
Q2 		$6.02M Sell
53,262
-33,890
-39% -$3.57M 0.37% 55
2024
Q1 		$7.96M Buy
87,152
+14,086
+19% +$1.42M 0.46% 51
2023
Q4 		$6.63M Sell
73,066
-27,846
-28% -$2.48M 0.43% 56
2023
Q3 		$6.48M Buy
100,912
+27,346
+37% +$2.35M 0.47% 49
2023
Q2 		$6.4M Buy
73,566
+6,990
+10% +$551K 0.46% 51
2023
Q1 		$5.03M Buy
66,576
+23,360
+54% +$1.61M 0.36% 63
2022
Q4 		$2.69M Buy
43,216
+2,456
+6% +$156K 0.2% 126
2022
Q3 		$2.42M Sell
40,760
-2,946
-7% -$201K 0.2% 129
2022
Q2 		$2.78M Sell
43,706
-74,304
-63% -$5.18M 0.23% 116
2022
Q1 		$9.38M Buy
118,010
+9,722
+9% +$763K 0.62% 29
2021
Q4 		$9.41M Buy
108,288
+3,442
+3% +$283K 0.59% 26
2021
Q3 		$7.83M Sell
104,846
-3,362
-3% -$259K 0.53% 33
2021
Q2 		$7.99M Sell
108,208
-146
-0.1% -$10.2K 0.53% 34
2021
Q1 		$7.18M Sell
108,354
-221,904
-67% -$14.6M 0.51% 35
2020
Q4 		$20.9M Sell
330,258
-44,494
-12% -$2.71M 1.43% 9
2020
Q3 		$21.9M Buy
374,752
+117,136
+45% +$6.62M 1.87% 7
2020
Q2 		$13.1M Buy
257,616
+220,852
+601% +$10.4M 1.24% 12
2020
Q1 		$1.48M Sell
36,764
-37,720
-51% -$1.72M 0.21% 129
2019
Q4 		$3.41M Buy
74,484
+3,586
+5% +$154K 0.36% 70
2019
Q3 		$2.85M Buy
70,898
+760
+1% +$30.4K 0.33% 82
2019
Q2 		$2.74M Sell
70,138
-1,488
-2% -$56.7K 0.32% 80
2019
Q1 		$2.65M Sell
71,626
-2,298
-3% -$78.6K 0.33% 78
2018
Q4 		$2.29M Sell
73,924
-7,572
-9% -$256K 0.31% 92
2018
Q3 		$3.07M Buy
81,496
+1,762
+2% +$64.6K 0.34% 73
2018
Q2 		$2.79M Buy
79,734
+1,678
+2% +$57.6K 0.34% 78
2018
Q1 		$2.55M Buy
78,056
+5,722
+8% +$192K 0.33% 77
2017
Q4 		$2.31M Buy
+72,334
New +$2.27M 0.32% 77

Other funds holding XLK

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 $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Advocates Investment Management's XLK Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 23,284 shares — an estimated $2.95M sold.

Financial Advocates Investment Management first reported a position in XLK in Q4 2017 and held it in 31 quarters. The position peaked at $21.9M in Q3 2020. 2,287 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 23,284 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $2.95M.
  • Financial Advocates Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $21.9M in Q3 2020.
  • 2,287 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.