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

MFA Wealth Advisors’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
-72
Closed -$8.13K – 397
2024
Q3 		$8.13K Buy
+72
New +$7.9K ﹤0.01% 347

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 $374B AUM 17.66% 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

MFA Wealth Advisors's XLK Position: Q4 2024 in Review

MFA Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 72 shares — an estimated $8.13K sold.

MFA Wealth Advisors first reported a position in XLK in Q3 2024 and held it in 1 quarter. The position peaked at $8.13K in Q3 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • MFA Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 72 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $8.13K.
  • MFA Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
  • MFA Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $8.13K in Q3 2024.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.