First Trust Direct Indexing’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

First Trust Direct Indexing’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	–	Sell	-6,390	Closed	-$721K	–	952
2024 Q3	$721K	Buy	6,390 +1,596	+33%	+$175K	0.04%	446
2024 Q2	$542K	Sell	4,794 -546	-10%	-$57.5K	0.03%	481
2024 Q1	$556K	Sell	5,340 -744	-12%	-$75.2K	0.04%	445
2023 Q4	$586K	Buy	6,084 +2,556	+72%	+$228K	0.05%	409
2023 Q3	$289K	Buy	+3,528	New	+$303K	0.03%	530

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

First Trust Direct Indexing's XLK Position: Q4 2024 in Review

First Trust Direct Indexing sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 6,390 shares — an estimated $721K sold.

First Trust Direct Indexing first reported a position in XLK in Q3 2023 and held it in 5 quarters. The position peaked at $721K in Q3 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

First Trust Direct Indexing reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 6,390 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $721K.
First Trust Direct Indexing first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and held it in 5 quarters.
First Trust Direct Indexing's State Street Technology Select Sector SPDR ETF position peaked at $721K in Q3 2024.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.