US Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

US Financial 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
2024 Q4	–	Sell	-1,804	Closed	-$204K	–	92
2024 Q3	$204K	Buy	+1,804	New	+$198K	0.06%	86
2021 Q2	–	Sell	-12,320	Closed	-$818K	–	143
2021 Q1	$818K	Buy	12,320 +2	+0%	+$132	0.23%	61
2020 Q4	$801K	Buy	+12,318	New	+$750K	0.24%	54
2015 Q1	–	Sell	-132	Closed	-$3K	–	396
2014 Q4	$3K	Buy	+132	New	+$2.68K	﹤0.01%	315

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

US Financial Advisors's XLK Position: Q4 2024 in Review

US Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 1,804 shares — an estimated $204K sold.

US Financial Advisors first reported a position in XLK in Q4 2014 and held it in 4 quarters. The position peaked at $818K in Q1 2021. 2,195 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

US Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
US Financial Advisors sold 1,804 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $204K.
US Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and held it in 4 quarters.
US Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $818K in Q1 2021.
2,195 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on US Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.