Gray Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gray Wealth 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	$446K	Sell	3,836 -708	-16%	-$82.4K	0.17%	76
2024 Q3	$513K	Hold	4,544	–	–	0.2%	68
2024 Q2	$514K	Hold	4,544	–	–	0.22%	63
2024 Q1	$473K	Hold	4,544	–	–	0.21%	66
2023 Q4	$437K	Hold	4,544	–	–	0.21%	67
2023 Q3	$372K	Hold	4,544	–	–	0.19%	76
2023 Q2	$395K	Buy	4,544 +20	+0.4%	+$1.58K	0.2%	75
2023 Q1	$342K	Hold	4,524	–	–	0.19%	79
2022 Q4	$281K	Sell	4,524 -1,880	-29%	-$119K	0.16%	92
2022 Q3	$380K	Sell	6,404 -860	-12%	-$58.7K	0.24%	69
2022 Q2	$462K	Sell	7,264 -654	-8%	-$45.6K	0.28%	66
2022 Q1	$629K	Sell	7,918 -430	-5%	-$33.8K	0.32%	58
2021 Q4	$726K	Hold	8,348	–	–	0.36%	50
2021 Q3	$623K	Hold	8,348	–	–	0.35%	49
2021 Q2	$616K	Hold	8,348	–	–	0.35%	49
2021 Q1	$554K	Sell	8,348 -200	-2%	-$13.2K	0.35%	54
2020 Q4	$555K	Hold	8,548	–	–	0.38%	46
2020 Q3	$500K	Hold	8,548	–	–	0.39%	49
2020 Q2	$446K	Sell	8,548 -500	-6%	-$23.5K	0.39%	52
2020 Q1	$360K	Buy	+9,048	New	+$413K	0.4%	53

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

Gray Wealth Management's XLK Position: Q4 2024 in Review

Gray Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q4 2024, selling an estimated $82.4K and leaving 3,836 shares worth $446K. The position accounts for 0.17% of the portfolio, ranked #76.

Gray Wealth Management first reported a position in XLK in Q1 2020 and has held it in 20 quarters since. The position peaked at $726K in Q4 2021. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Gray Wealth Management held 3,836 shares of State Street Technology Select Sector SPDR ETF worth $446K as of Q4 2024.
Gray Wealth Management sold 708 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $82.4K.
State Street Technology Select Sector SPDR ETF made up 0.17% of Gray Wealth Management's portfolio in Q4 2024, its #76 holding.
Gray Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 20 quarters since.
Gray Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $726K in Q4 2021.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.