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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,934
Closed -$225K 220
2024
Q4
$225K Sell
1,934
-358
-16% -$41.6K 0.08% 189
2024
Q3
$259K Sell
2,292
-308
-12% -$33.8K 0.09% 171
2024
Q2
$294K Sell
2,600
-622
-19% -$65.5K 0.11% 149
2024
Q1
$336K Sell
3,222
-1,608
-33% -$163K 0.12% 140
2023
Q4
$465K Buy
+4,830
New +$430K 0.17% 114

Other funds holding XLK

Wealth Effects's XLK Position: Q1 2025 in Review

Wealth Effects sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 1,934 shares — an estimated $225K sold.

Wealth Effects first reported a position in XLK in Q4 2023 and held it in 5 quarters. The position peaked at $465K in Q4 2023. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Wealth Effects reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Wealth Effects sold 1,934 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $225K.
  • Wealth Effects first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
  • Wealth Effects's State Street Technology Select Sector SPDR ETF position peaked at $465K in Q4 2023.
  • 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Wealth Effects's 13F filing for Q1 2025, filed 23 Apr 2025.