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

Geller 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
2024
Q4 		$312K Hold
2,680
– – 0.02% 195
2024
Q3 		$303K Buy
+2,680
New +$294K 0.02% 203

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
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

Geller Advisors's XLK Position: Q4 2024 in Review

Geller Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2024 at 2,680 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #195.

Geller Advisors first reported a position in XLK in Q3 2024 and has held it in 2 quarters since. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Geller Advisors held 2,680 shares of State Street Technology Select Sector SPDR ETF worth $312K as of Q4 2024.
  • Geller Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2024.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #195 holding.
  • Geller Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 2 quarters since.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.