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TAP Consulting’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TAP Consulting’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 		$3.52M Sell
30,296
-2,432
-7% -$283K 0.72% 38
2024
Q3 		$3.69M Buy
32,728
+80
+0.2% +$8.78K 0.73% 36
2024
Q2 		$3.69M Buy
32,648
+7,122
+28% +$750K 0.78% 35
2024
Q1 		$2.66M Buy
25,526
+23,258
+1,025% +$2.35M 0.58% 51
2023
Q4 		$218K Buy
+2,268
New +$202K 0.05% 123
2023
Q3 		– Sell
-2,564
Closed -$223K – 154
2023
Q2 		$223K Sell
2,564
-3,572
-58% -$282K 0.05% 132
2023
Q1 		$463K Sell
6,136
-150
-2% -$10.3K 0.11% 102
2022
Q4 		$391K Buy
6,286
+210
+3% +$13.3K 0.1% 105
2022
Q3 		$361K Sell
6,076
-184
-3% -$12.6K 0.1% 104
2022
Q2 		$398K Buy
6,260
+14
+0.2% +$975 0.11% 94
2022
Q1 		$496K Buy
6,246
+3,862
+162% +$303K 0.13% 95
2021
Q4 		$207K Buy
+2,384
New +$196K 0.05% 132

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $369B AUM 28.27% 1-Year Est. Return

TAP Consulting's XLK Position: Q4 2024 in Review

TAP Consulting reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.4% in Q4 2024, selling an estimated $283K and leaving 30,296 shares worth $3.52M. The position accounts for 0.72% of the portfolio, ranked #38.

TAP Consulting first reported a position in XLK in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.69M in Q3 2024. 2,200 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • TAP Consulting held 30,296 shares of State Street Technology Select Sector SPDR ETF worth $3.52M as of Q4 2024.
  • TAP Consulting sold 2,432 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $283K.
  • State Street Technology Select Sector SPDR ETF made up 0.72% of TAP Consulting's portfolio in Q4 2024, its #38 holding.
  • TAP Consulting first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
  • TAP Consulting's State Street Technology Select Sector SPDR ETF position peaked at $3.69M in Q3 2024.
  • 2,200 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.