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Schechter Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Schechter 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
2025
Q1 		$260K Buy
2,522
+60
+2% +$6.8K 0.02% 505
2024
Q4 		$286K Hold
2,462
– – 0.02% 502
2024
Q3 		$278K Buy
2,462
+428
+21% +$47K 0.02% 512
2024
Q2 		$230K Hold
2,034
– – 0.02% 531
2024
Q1 		$212K Buy
+2,034
New +$206K 0.02% 573

Other funds holding XLK

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schechter Investment Advisors's XLK Position: Q1 2025 in Review

Schechter Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q1 2025, buying an estimated $6.8K and bringing the position to 2,522 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #505.

Schechter Investment Advisors first reported a position in XLK in Q1 2024 and has held it in 5 quarters since. The position peaked at $286K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Schechter Investment Advisors held 2,522 shares of State Street Technology Select Sector SPDR ETF worth $260K as of Q1 2025.
  • Schechter Investment Advisors bought 60 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $6.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #505 holding.
  • Schechter Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $286K in Q4 2024.
  • 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.