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

Heck Capital 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
-2,130
Closed -$248K – 801
2024
Q4 		$248K Buy
+2,130
New +$248K 0.01% 243

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $369B AUM 28.27% 1-Year Est. Return

Heck Capital Advisors's XLK Position: Q1 2025 in Review

Heck Capital Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 2,130 shares — an estimated $248K sold.

Heck Capital Advisors first reported a position in XLK in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Heck Capital Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 2,130 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $248K.
  • Heck Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $248K in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.