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

Mosley 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 		$914K Buy
7,888
+1,302
+20% +$151K 0.57% 40
2024
Q3 		$764K Buy
6,586
+4,598
+231% +$505K 0.52% 39
2024
Q2 		$225K Buy
+1,988
New +$209K 0.19% 91

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Mosley Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q4 2024, buying an estimated $151K and bringing the position to 7,888 shares worth $914K. The position accounts for 0.57% of the portfolio, ranked #40.

Mosley Wealth Management first reported a position in XLK in Q2 2024 and has held it in 3 quarters since. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Mosley Wealth Management held 7,888 shares of State Street Technology Select Sector SPDR ETF worth $914K as of Q4 2024.
  • Mosley Wealth Management bought 1,302 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $151K.
  • State Street Technology Select Sector SPDR ETF made up 0.57% of Mosley Wealth Management's portfolio in Q4 2024, its #40 holding.
  • Mosley Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 3 quarters since.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Mosley Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.