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PIA
Petredis Investment Advisors’s
State Street Technology Select Sector SPDR ETF
XLK
Stock Holding History
Petredis Investment 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
2026
Q1
$37.1M
Buy
279,460
+585
+0.2%
+$82.4K
3.04%
10
2025
Q4
$40.1M
Sell
278,875
-2,813
-1%
-$406K
3.15%
10
2025
Q3
$39.7M
Sell
281,688
-1,530
-0.5%
-$203K
3.19%
10
2025
Q2
$35.9M
Buy
283,218
+6,914
+3%
+$767K
3.14%
10
2025
Q1
$28.5M
Sell
276,304
-392
-0.1%
-$44.4K
2.98%
10
2024
Q4
$32.2M
Sell
276,696
-26,878
-9%
-$3.13M
3.32%
9
2024
Q3
$34.3M
Sell
303,574
-14,442
-5%
-$1.59M
3.64%
7
2024
Q2
$36M
Sell
318,016
-49,828
-14%
-$5.25M
4.03%
8
2024
Q1
$38.3M
Sell
367,844
-4,536
-1%
-$459K
4.6%
6
2023
Q4
$35.8M
Sell
372,380
-12,380
-3%
-$1.1M
4.7%
6
2023
Q3
$31.5M
Sell
384,760
-504
-0.1%
-$43.2K
4.49%
6
2023
Q2
$33.5M
Buy
385,264
+7,202
+2%
+$568K
4.61%
6
2023
Q1
$28.5M
Buy
378,062
+59,130
+19%
+$4.07M
4.45%
6
2022
Q4
$19.8M
Buy
+318,932
New
+$20.3M
3.6%
6
Other funds holding XLK
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B 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
$376B AUM
19.32%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
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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