FSC Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

FSC Wealth Advisors’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	-200	Closed	-$73	–	324
2024 Q4	$73	Buy	+200	New	+$23.3K	﹤0.01%	295
2024 Q1	–	Sell	-66,124	Closed	-$6.36M	–	310
2023 Q4	$6.36M	Buy	+66,124	New	+$5.89M	4.66%	8
2023 Q1	–	Sell	-2	Closed	-$68	–	185
2022 Q4	$68	Sell	2 -208	-99%	-$13.2K	﹤0.01%	154
2022 Q3	$13K	Hold	210	–	–	0.13%	97
2022 Q2	$13K	Hold	210	–	–	0.12%	96
2022 Q1	$17K	Hold	210	–	–	0.02%	106
2021 Q4	$18K	Buy	+210	New	+$17.3K	0.01%	115

Other funds holding XLK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FSC Wealth Advisors's XLK Position: Q1 2025 in Review

FSC Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 200 shares — an estimated $73 sold.

FSC Wealth Advisors first reported a position in XLK in Q4 2021 and held it in 7 quarters. The position peaked at $6.36M in Q4 2023. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

FSC Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
FSC Wealth Advisors sold 200 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $73.
FSC Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
FSC Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $6.36M in Q4 2023.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.