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

Merriman Wealth 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	-2,062	Closed	-$233K	–	232
2024 Q3	$233K	Buy	+2,062	New	+$226K	0.01%	199
2019 Q3	–	Sell	-28,000	Closed	-$1.11M	–	202
2019 Q2	$1.11M	Sell	28,000 -2,000	-7%	-$76.2K	0.21%	89
2019 Q1	$1.11M	Buy	+30,000	New	+$1.03M	0.21%	87
2018 Q3	–	Sell	-123,180	Closed	-$4.28M	–	185
2018 Q2	$4.28M	Sell	123,180 -202	-0.2%	-$6.93K	0.98%	23
2018 Q1	$4.04M	Buy	123,382 +44,340	+56%	+$1.49M	1.06%	21
2017 Q4	$2.53M	Buy	79,042 +39,118	+98%	+$1.23M	0.62%	45
2017 Q3	$1.18M	Sell	39,924 -2,768	-6%	-$79.8K	0.28%	73
2017 Q2	$1.17M	Sell	42,692 -2,118	-5%	-$58.3K	0.33%	56
2017 Q1	$1.19M	Buy	+44,810	New	+$1.15M	0.29%	72
2016 Q2	–	Sell	-34,000	Closed	-$754K	–	118
2016 Q1	$754K	Buy	+34,000	New	+$703K	0.7%	33

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

Merriman Wealth Management's XLK Position: Q4 2024 in Review

Merriman Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 2,062 shares — an estimated $233K sold.

Merriman Wealth Management first reported a position in XLK in Q1 2016 and held it in 10 quarters. The position peaked at $4.28M in Q2 2018. 2,200 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Merriman Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Merriman Wealth Management sold 2,062 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $233K.
Merriman Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and held it in 10 quarters.
Merriman Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.28M in Q2 2018.
2,200 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.