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

Horan 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
2024 Q4	–	Sell	-1,850	Closed	-$209K	–	125
2024 Q3	$209K	Hold	1,850	–	–	0.07%	114
2024 Q2	$209K	Buy	+1,850	New	+$195K	0.07%	109
2021 Q3	–	Sell	-3,250	Closed	-$240K	–	93
2021 Q2	$240K	Buy	+3,250	New	+$228K	0.11%	83
2020 Q4	–	Sell	-1,850	Closed	-$108K	–	288
2020 Q3	$108K	Buy	+1,850	New	+$105K	0.06%	111
2020 Q1	–	Sell	-2,488	Closed	-$114K	–	261
2019 Q4	$114K	Hold	2,488	–	–	0.07%	94
2019 Q3	$100K	Buy	+2,488	New	+$99.5K	0.06%	100
2019 Q2	–	Sell	-2,754	Closed	-$102K	–	247
2019 Q1	$102K	Buy	+2,754	New	+$94.2K	0.06%	101
2017 Q4	–	Sell	-4,052	Closed	-$120K	–	282
2017 Q3	$120K	Buy	+4,052	New	+$117K	0.07%	96

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Horan Capital Advisors's XLK Position: Q4 2024 in Review

Horan Capital Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 1,850 shares — an estimated $209K sold.

Horan Capital Advisors first reported a position in XLK in Q3 2017 and held it in 8 quarters. The position peaked at $240K in Q2 2021. 2,197 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Horan Capital Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Horan Capital Advisors sold 1,850 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $209K.
Horan Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and held it in 8 quarters.
Horan Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $240K in Q2 2021.
2,197 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Horan Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.