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

Wingate Wealth 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
2025
Q1 		– Sell
-6
Closed -$698 – 468
2024
Q4 		$698 Buy
+6
New +$698 ﹤0.01% 458

Other funds holding XLK

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Wells Fargo
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wingate Wealth Advisors's XLK Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 6 shares — an estimated $698 sold.

Wingate Wealth Advisors first reported a position in XLK in Q4 2024 and held it in 1 quarter. The position peaked at $698 in Q4 2024. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 6 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $698.
  • Wingate Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $698 in Q4 2024.
  • 2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.