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

OneAscent 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	-5,736	Closed	-$647K	–	193
2024 Q3	$647K	Buy	5,736 +622	+12%	+$68.3K	0.25%	49
2024 Q2	$578K	Buy	5,114 +508	+11%	+$53.5K	0.3%	31
2024 Q1	$480K	Buy	4,606 +2,510	+120%	+$254K	0.18%	75
2023 Q4	$202K	Buy	+2,096	New	+$187K	0.08%	167

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

OneAscent Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 5,736 shares — an estimated $647K sold.

OneAscent Wealth Management first reported a position in XLK in Q4 2023 and held it in 4 quarters. The position peaked at $647K in Q3 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

OneAscent Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
OneAscent Wealth Management sold 5,736 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $647K.
OneAscent Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 4 quarters.
OneAscent Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $647K 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 OneAscent Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.