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

Sugarloaf Wealth 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 		$314K Buy
2,704
+4
+0.1% +$465 0.06% 122
2024
Q3 		$305K Buy
2,700
+4
+0.1% +$439 0.06% 116
2024
Q2 		$305K Buy
2,696
+164
+6% +$17.3K 0.06% 113
2024
Q1 		$264K Buy
2,532
+4
+0.2% +$405 0.05% 122
2023
Q4 		$243K Buy
2,528
+4
+0.2% +$356 0.06% 121
2023
Q3 		$207K Buy
2,524
+4
+0.2% +$343 0.05% 124
2023
Q2 		$219K Buy
2,520
+1,904
+309% +$150K 0.05% 122
2023
Q1 		$46.5K Hold
616
– – 0.01% 301
2022
Q4 		$38.3K Hold
616
– – 0.01% 323
2022
Q3 		$37K Hold
616
– – 0.01% 337
2022
Q2 		$39K Buy
616
+120
+24% +$8.36K 0.01% 324
2022
Q1 		$39K Sell
496
-144
-23% -$11.3K 0.01% 317
2021
Q4 		$56K Sell
640
-1,500
-70% -$124K 0.01% 277
2021
Q3 		$160K Buy
2,140
+1,050
+96% +$81K 0.04% 147
2021
Q2 		$80K Buy
1,090
+488
+81% +$34.2K 0.02% 216
2021
Q1 		$72 Sell
602
-356
-37% -$23.5K 0.02% 228
2020
Q4 		$62K Sell
958
-1,834
-66% -$112K 0.02% 233
2020
Q3 		$163K Buy
2,792
+1,854
+198% +$105K 0.06% 121
2020
Q2 		$49K Hold
938
– – 0.02% 239
2020
Q1 		$38K Hold
938
– – 0.02% 250
2019
Q4 		$43K Buy
+938
New +$40.2K 0.02% 269

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sugarloaf Wealth Management's XLK Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.15% in Q4 2024, buying an estimated $465 and bringing the position to 2,704 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #122.

Sugarloaf Wealth Management first reported a position in XLK in Q4 2019 and has held it in 21 quarters since. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Sugarloaf Wealth Management held 2,704 shares of State Street Technology Select Sector SPDR ETF worth $314K as of Q4 2024.
  • Sugarloaf Wealth Management bought 4 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $465.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #122 holding.
  • Sugarloaf Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.