Kathryn A. Hall’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kathryn A. Hall’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	-57,492	Closed	-$6.49M	–	50
2024 Q3	$6.49M	Hold	57,492	–	–	1.36%	13
2024 Q2	$6.5M	Hold	57,492	–	–	1.5%	13
2024 Q1	$5.99M	Hold	57,492	–	–	1.38%	14
2023 Q4	$5.53M	Hold	57,492	–	–	1.56%	14
2023 Q3	$4.71M	Hold	57,492	–	–	1.6%	17
2023 Q2	$5M	Hold	57,492	–	–	1.63%	17
2023 Q1	$4.34M	Hold	57,492	–	–	1.27%	20
2022 Q4	$3.58M	Sell	57,492 -102	-0.2%	-$6.48K	1.47%	18
2022 Q3	$3.42M	Hold	57,594	–	–	1.42%	17
2022 Q2	$3.66M	Hold	57,594	–	–	1.34%	19
2022 Q1	$4.58M	Hold	57,594	–	–	1.38%	17
2021 Q4	$5.01M	Sell	57,594 -7,354	-11%	-$606K	1.16%	14
2021 Q3	$4.85M	Hold	64,948	–	–	1.46%	12
2021 Q2	$4.79M	Hold	64,948	–	–	1.52%	13
2021 Q1	$4.31M	Hold	64,948	–	–	1.42%	13
2020 Q4	$4.22M	Sell	64,948 -1,994	-3%	-$121K	1.47%	14
2020 Q3	$3.91M	Buy	+66,942	New	+$3.78M	1.86%	9

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 $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

Kathryn A. Hall's XLK Position: Q4 2024 in Review

Kathryn A. Hall sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 57,492 shares — an estimated $6.49M sold.

Kathryn A. Hall first reported a position in XLK in Q3 2020 and held it in 17 quarters. The position peaked at $6.5M in Q2 2024. 2,195 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Kathryn A. Hall reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 57,492 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $6.49M.
Kathryn A. Hall first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and held it in 17 quarters.
Kathryn A. Hall's State Street Technology Select Sector SPDR ETF position peaked at $6.5M in Q2 2024.
2,195 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.