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

Wellington Wealth Strategies’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 		$296K Buy
+2,472
New +$288K 0.27% 52
2024
Q3 		– Sell
-2,752
Closed -$311K – 101
2024
Q2 		$311K Buy
+2,752
New +$290K 1.31% 20
2024
Q1 		– Sell
-2,608
Closed -$251K – 183
2023
Q4 		$251K Buy
+2,608
New +$232K 0.21% 74
2020
Q4 		$251K Buy
+2,608
New +$159K 0.21% 74

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

Wellington Wealth Strategies's XLK Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024: 2,472 shares worth $296K. The stake represents 0.27% of the portfolio and ranks #52 among its holdings. This is a return to the name: Wellington Wealth Strategies previously reported a position in XLK as recently as Q2 2024.

Wellington Wealth Strategies first reported a position in XLK in Q4 2020 and has held it in 4 quarters since. The position peaked at $311K in Q2 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Wellington Wealth Strategies held 2,472 shares of State Street Technology Select Sector SPDR ETF worth $296K as of Q4 2024.
  • State Street Technology Select Sector SPDR ETF was a new Wellington Wealth Strategies position in Q4 2024.
  • State Street Technology Select Sector SPDR ETF made up 0.27% of Wellington Wealth Strategies's portfolio in Q4 2024, its #52 holding.
  • Wellington Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 4 quarters since.
  • Wellington Wealth Strategies's State Street Technology Select Sector SPDR ETF position peaked at $311K in Q2 2024.
  • 2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.