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FPC Investment Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

FPC Investment Advisory’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
-60
Closed -$6.92K – 275
2024
Q4 		$6.92K Sell
60
-4
-6% -$465 0.01% 210
2024
Q3 		$7.16K Hold
64
– – 0.01% 44
2024
Q2 		$7.18K Hold
64
– – 0.01% 46
2024
Q1 		$6.34K Buy
+64
New +$6.47K 0.01% 46

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FPC Investment Advisory's XLK Position: Q1 2025 in Review

FPC Investment Advisory sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 60 shares — an estimated $6.92K sold.

FPC Investment Advisory first reported a position in XLK in Q1 2024 and held it in 4 quarters. The position peaked at $7.18K in Q2 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • FPC Investment Advisory reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • FPC Investment Advisory sold 60 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $6.92K.
  • FPC Investment Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
  • FPC Investment Advisory's State Street Technology Select Sector SPDR ETF position peaked at $7.18K in Q2 2024.
  • 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.