Householder Group Estate & Retirement Specialist’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Householder Group Estate & Retirement Specialist’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	$1.05M	Sell	9,052 -14,904	-62%	-$1.73M	0.79%	25
2024 Q3	$2.7M	Buy	23,956 +2,688	+13%	+$295K	0.79%	24
2024 Q2	$2.4M	Buy	21,268 +1,202	+6%	+$127K	0.68%	29
2024 Q1	$2.09M	Sell	20,066 -14,106	-41%	-$1.43M	0.62%	34
2023 Q4	$3.29M	Sell	34,172 -1,494	-4%	-$133K	1.08%	16
2023 Q3	$2.92M	Buy	+35,666	New	+$3.06M	1.05%	17
2023 Q1	$1.61M	Buy	+21,350	New	+$1.47M	0.62%	31
2022 Q4	–	Sell	-5,918	Closed	-$351K	–	1184
2022 Q3	$351K	Buy	5,918 +394	+7%	+$26.9K	0.14%	139
2022 Q2	$351K	Buy	5,524 +800	+17%	+$55.7K	0.16%	138
2022 Q1	$375K	Sell	4,724 -11,982	-72%	-$941K	0.15%	140
2021 Q4	$1.45M	Buy	+16,706	New	+$1.38M	0.54%	47

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

Householder Group Estate & Retirement Specialist's XLK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 62% in Q4 2024, selling an estimated $1.73M and leaving 9,052 shares worth $1.05M. The position accounts for 0.79% of the portfolio, ranked #25.

Householder Group Estate & Retirement Specialist first reported a position in XLK in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.29M in Q4 2023. 2,196 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Householder Group Estate & Retirement Specialist held 9,052 shares of State Street Technology Select Sector SPDR ETF worth $1.05M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 14,904 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $1.73M.
State Street Technology Select Sector SPDR ETF made up 0.79% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #25 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street Technology Select Sector SPDR ETF position peaked at $3.29M in Q4 2023.
2,196 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.