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Parkside Advisors’s
State Street Technology Select Sector SPDR ETF
XLK
Stock Holding History
Parkside Advisors’s Portfolio
XLK Stock Details
XLK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$2.11M
Sell
16,694
-234
-1%
-$26K
0.46%
29
2025
Q1
$1.75M
Hold
16,928
–
–
0.42%
29
2024
Q4
$1.97M
Sell
16,928
-86
-0.5%
-$10K
0.46%
28
2024
Q3
$1.92M
Hold
17,014
–
–
0.46%
27
2024
Q2
$1.92M
Hold
17,014
–
–
0.49%
26
2024
Q1
$1.77M
Hold
17,014
–
–
0.46%
27
2023
Q4
$1.64M
Buy
17,014
+904
+6%
+$80.5K
0.45%
27
2023
Q3
$1.32M
Hold
16,110
–
–
0.41%
29
2023
Q2
$1.4M
Sell
16,110
-2
-0%
-$158
0.43%
28
2023
Q1
$1.22M
Sell
16,112
-844
-5%
-$58.1K
0.4%
29
2022
Q4
$1.05M
Buy
+16,956
New
+$1.08M
0.37%
33
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24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
LPL Financial
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$377B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Ameriprise
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$432B AUM
30.22%
1-Year Est. Return
CM
Churchill Management
Los Angeles, California
$9.21B AUM
19.91%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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