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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
2021
Q3 		– Sell
-1,400
Closed -$103K – 483
2021
Q2 		$103K Buy
+1,400
New +$98.1K 0.14% 57

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $424B AUM 22.94% 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

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. 2,195 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.
  • 2,195 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.