Goldstream Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Goldstream Capital 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
2024 Q4	–	Sell	-3,420	Closed	-$386K	–	53
2024 Q3	$386K	Sell	3,420 -940	-22%	-$103K	0.13%	42
2024 Q2	$493K	Sell	4,360 -10,220	-70%	-$1.08M	0.12%	21
2024 Q1	$1.52M	Sell	14,580 -30,020	-67%	-$3.04M	0.86%	17
2023 Q4	$4.29M	Buy	+44,600	New	+$3.97M	2.86%	12
2022 Q1	–	Sell	-19,206	Closed	-$1.67M	–	60
2021 Q4	$1.67M	Buy	+19,206	New	+$1.58M	0.41%	24

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

Goldstream Capital Management's XLK Position: Q4 2024 in Review

Goldstream Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 3,420 shares — an estimated $386K sold.

Goldstream Capital Management first reported a position in XLK in Q4 2021 and held it in 5 quarters. The position peaked at $4.29M in Q4 2023. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Goldstream Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Goldstream Capital Management sold 3,420 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $386K.
Goldstream Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Goldstream Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $4.29M in Q4 2023.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Goldstream Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.