Macroview Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Macroview Investment Management’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	-738	Closed	-$83.3K	–	561
2024 Q3	$83.3K	Sell	738 -10	-1%	-$1.1K	0.08%	112
2024 Q2	$84.6K	Sell	748 -630	-46%	-$66.3K	0.09%	109
2024 Q1	$144K	Sell	1,378 -130	-9%	-$13.1K	0.16%	90
2023 Q4	$145K	Sell	1,508 -8	-0.5%	-$712	0.17%	86
2023 Q3	$124K	Buy	1,516 +2	+0.1%	+$172	0.17%	77
2023 Q2	$132K	Buy	1,514 +40	+3%	+$3.15K	0.2%	60
2023 Q1	$111K	Buy	1,474 +2	+0.1%	+$138	0.18%	64
2022 Q4	$91.6K	Buy	1,472 +64	+5%	+$4.06K	0.16%	70
2022 Q3	$84K	Buy	1,408 +378	+37%	+$25.8K	0.15%	66
2022 Q2	$65K	Hold	1,030	–	–	0.11%	85
2022 Q1	$82K	Sell	1,030 -20	-2%	-$1.57K	0.12%	75
2021 Q4	$91K	Buy	1,050 +2	+0.2%	+$165	0.12%	69
2021 Q3	$78K	Hold	1,048	–	–	0.1%	74
2021 Q2	$77K	Sell	1,048 -10	-0.9%	-$700	0.1%	76
2021 Q1	$70K	Sell	1,058 -976	-48%	-$64.4K	0.1%	71
2020 Q4	$132K	Hold	2,034	–	–	0.2%	48
2020 Q3	$119K	Hold	2,034	–	–	0.2%	45
2020 Q2	$106K	Buy	2,034 +2	+0.1%	+$94	0.22%	43
2020 Q1	$82K	Sell	2,032 -30	-1%	-$1.37K	0.18%	50
2019 Q4	$95K	Hold	2,062	–	–	0.2%	54
2019 Q3	$83K	Sell	2,062 -50	-2%	-$2K	0.18%	55
2019 Q2	$82K	Buy	2,112 +2	+0.1%	+$76	0.21%	58
2019 Q1	$78K	Sell	2,110 -200	-9%	-$6.84K	0.19%	64
2018 Q4	$72K	Sell	2,310 -100	-4%	-$3.38K	0.23%	62
2018 Q3	$91K	Buy	2,410 +100	+4%	+$3.67K	0.28%	48
2018 Q2	$80K	Hold	2,310	–	–	0.28%	45
2018 Q1	$76K	Buy	2,310 +330	+17%	+$11.1K	0.27%	44
2017 Q4	$63K	Sell	1,980 -218	-10%	-$6.84K	0.3%	38
2017 Q3	$65K	Hold	2,198	–	–	0.32%	36
2017 Q2	$60K	Hold	2,198	–	–	0.32%	34
2017 Q1	$59K	Hold	2,198	–	–	0.34%	33
2016 Q4	$53K	Hold	2,198	–	–	0.29%	33
2016 Q3	$53K	Buy	2,198 +538	+32%	+$12.5K	0.24%	33
2016 Q2	$36K	Hold	1,660	–	–	0.16%	39
2016 Q1	$37K	Sell	1,660 -650	-28%	-$13.4K	0.16%	36
2015 Q4	$49K	Buy	2,310 +500	+28%	+$10.8K	0.16%	44
2015 Q3	$36K	Buy	1,810 +1,650	+1,031%	+$34K	0.07%	45
2015 Q2	$3K	Hold	160	–	–	﹤0.01%	86
2015 Q1	$3K	Hold	160	–	–	﹤0.01%	109
2014 Q4	$3K	Hold	160	–	–	﹤0.01%	120
2014 Q3	$3K	Hold	160	–	–	﹤0.01%	127
2014 Q2	$3K	Hold	160	–	–	﹤0.01%	131
2014 Q1	$3K	Hold	160	–	–	﹤0.01%	208
2013 Q4	$3K	Hold	160	–	–	0.01%	167
2013 Q3	$3K	Buy	+160	New	+$2.55K	0.01%	173

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Macroview Investment Management's XLK Position: Q4 2024 in Review

Macroview Investment Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 738 shares — an estimated $83.3K sold.

Macroview Investment Management first reported a position in XLK in Q3 2013 and held it in 45 quarters. The position peaked at $145K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Macroview Investment Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 738 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $83.3K.
Macroview Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and held it in 45 quarters.
Macroview Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $145K in Q4 2023.
2,200 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.