Marcum Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Marcum Wealth’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
2025 Q1	$2.58M	Buy	24,950 +480	+2%	+$54.4K	0.22%	52
2024 Q4	$2.84M	Buy	24,470 +5,598	+30%	+$651K	0.25%	48
2024 Q3	$2.13M	Sell	18,872 -1,210	-6%	-$133K	0.2%	54
2024 Q2	$2.27M	Sell	20,082 -844	-4%	-$88.9K	0.23%	49
2024 Q1	$2.18M	Sell	20,926 -1,580	-7%	-$160K	0.22%	50
2023 Q4	$2.17M	Sell	22,506 -244	-1%	-$21.7K	0.23%	47
2023 Q3	$1.86M	Sell	22,750 -344	-1%	-$29.5K	0.22%	45
2023 Q2	$2.01M	Sell	23,094 -6,832	-23%	-$539K	0.24%	42
2023 Q1	$2.26M	Sell	29,926 -4,148	-12%	-$285K	0.28%	35
2022 Q4	$2.12M	Sell	34,074 -3,018	-8%	-$192K	0.28%	39
2022 Q3	$2.2M	Buy	37,092 +270	+0.7%	+$18.4K	0.33%	30
2022 Q2	$2.34M	Buy	36,822 +2,788	+8%	+$194K	0.35%	29
2022 Q1	$2.7M	Sell	34,034 -1,906	-5%	-$150K	0.37%	29
2021 Q4	$3.12M	Buy	35,940 +3,694	+11%	+$304K	0.43%	29
2021 Q3	$2.41M	Buy	32,246 +4,602	+17%	+$355K	0.38%	29
2021 Q2	$2.04M	Buy	27,644 +5,570	+25%	+$390K	0.33%	34
2021 Q1	$1.47M	Buy	+22,074	New	+$1.46M	0.24%	54

Other funds holding XLK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marcum Wealth's XLK Position: Q1 2025 in Review

Marcum Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q1 2025, buying an estimated $54.4K and bringing the position to 24,950 shares worth $2.58M. The position accounts for 0.22% of the portfolio, ranked #52.

Marcum Wealth first reported a position in XLK in Q1 2021 and has held it in 17 quarters since. The position peaked at $3.12M in Q4 2021. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Marcum Wealth held 24,950 shares of State Street Technology Select Sector SPDR ETF worth $2.58M as of Q1 2025.
Marcum Wealth bought 480 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $54.4K.
State Street Technology Select Sector SPDR ETF made up 0.22% of Marcum Wealth's portfolio in Q1 2025, its #52 holding.
Marcum Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 17 quarters since.
Marcum Wealth's State Street Technology Select Sector SPDR ETF position peaked at $3.12M in Q4 2021.
2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.