SignalPoint Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SignalPoint Asset 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	$483K	Sell	4,158 -230	-5%	-$26.8K	0.12%	138
2024 Q3	$494K	Hold	4,388	–	–	0.12%	154
2024 Q2	$496K	Sell	4,388 -14	-0.3%	-$1.47K	0.13%	148
2024 Q1	$458K	Sell	4,402 -64	-1%	-$6.47K	0.13%	152
2023 Q4	$429K	Buy	4,466 +390	+10%	+$34.7K	0.13%	150
2023 Q3	$334K	Buy	+4,076	New	+$350K	0.11%	160

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SignalPoint Asset Management's XLK Position: Q4 2024 in Review

SignalPoint Asset Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.2% in Q4 2024, selling an estimated $26.8K and leaving 4,158 shares worth $483K. The position accounts for 0.12% of the portfolio, ranked #138.

SignalPoint Asset Management first reported a position in XLK in Q3 2023 and has held it in 6 quarters since. The position peaked at $496K in Q2 2024. 2,201 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

SignalPoint Asset Management held 4,158 shares of State Street Technology Select Sector SPDR ETF worth $483K as of Q4 2024.
SignalPoint Asset Management sold 230 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $26.8K.
State Street Technology Select Sector SPDR ETF made up 0.12% of SignalPoint Asset Management's portfolio in Q4 2024, its #138 holding.
SignalPoint Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
SignalPoint Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $496K in Q2 2024.
2,201 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.