Hoese & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hoese & Co’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	-11,958	Closed	-$1.35M	–	213
2024 Q3	$1.35M	Sell	11,958 -840	-7%	-$92.2K	1.13%	16
2024 Q2	$1.34M	Buy	+12,798	New	+$1.35M	1.17%	15
2022 Q2	–	Sell	-1,070	Closed	-$85K	–	208
2022 Q1	$85K	Hold	1,070	–	–	0.09%	62
2021 Q4	$93K	Hold	1,070	–	–	0.09%	69
2021 Q3	$80K	Sell	1,070 -850	-44%	-$65.6K	0.09%	67
2021 Q2	$142K	Sell	1,920 -902	-32%	-$63.2K	0.16%	53
2021 Q1	$187K	Buy	+2,822	New	+$186K	0.23%	44

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

Hoese & Co's XLK Position: Q4 2024 in Review

Hoese & Co sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 11,958 shares — an estimated $1.35M sold.

Hoese & Co first reported a position in XLK in Q1 2021 and held it in 7 quarters. The position peaked at $1.35M in Q3 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Hoese & Co reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Hoese & Co sold 11,958 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $1.35M.
Hoese & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and held it in 7 quarters.
Hoese & Co's State Street Technology Select Sector SPDR ETF position peaked at $1.35M in Q3 2024.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.