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XLK icon

HTLF Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

HTLF Bank’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 		$529K Buy
4,550
+944
+26% +$110K 0.06% 126
2024
Q3 		$407K Hold
3,606
– – 0.04% 146
2024
Q2 		$408K Sell
3,606
-48
-1% -$5.05K 0.05% 154
2024
Q1 		$381K Buy
3,654
+158
+5% +$16K 0.04% 160
2023
Q4 		$336K Buy
+3,496
New +$311K 0.04% 162

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

HTLF Bank's XLK Position: Q4 2024 in Review

HTLF Bank increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 26% in Q4 2024, buying an estimated $110K and bringing the position to 4,550 shares worth $529K. The position accounts for 0.06% of the portfolio, ranked #126.

HTLF Bank first reported a position in XLK in Q4 2023 and has held it in 5 quarters since. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • HTLF Bank held 4,550 shares of State Street Technology Select Sector SPDR ETF worth $529K as of Q4 2024.
  • HTLF Bank bought 944 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $110K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of HTLF Bank's portfolio in Q4 2024, its #126 holding.
  • HTLF Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.