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

Peninsula Wealth’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	$221K	Buy	+1,900	New	+$221K	0.04%	99

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

Peninsula Wealth's XLK Position: Q4 2024 in Review

Peninsula Wealth opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024: 1,900 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings.

2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Peninsula Wealth held 1,900 shares of State Street Technology Select Sector SPDR ETF worth $221K as of Q4 2024.
State Street Technology Select Sector SPDR ETF was a new Peninsula Wealth position in Q4 2024.
State Street Technology Select Sector SPDR ETF made up 0.04% of Peninsula Wealth's portfolio in Q4 2024, its #99 holding.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

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