WI
XLK icon

Wintrust Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wintrust Investments’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 		$52K Sell
450
-408
-48% -$47.5K 0.05% 249
2024
Q3 		$97K Sell
858
-10,302
-92% -$1.13M 0.07% 217
2024
Q2 		$1.26M Buy
11,160
+2,010
+22% +$212K 0.1% 167
2024
Q1 		$953K Sell
9,150
-738
-7% -$74.6K 0.08% 198
2023
Q4 		$952K Buy
9,888
+736
+8% +$65.5K 0.09% 179
2023
Q3 		$750K Sell
9,152
-394
-4% -$33.8K 0.08% 203
2023
Q2 		$830K Buy
+9,546
New +$752K 0.08% 195
2023
Q1 		– Sell
-8,366
Closed -$521K – 411
2022
Q4 		$521K Buy
8,366
+1,612
+24% +$102K 0.07% 211
2022
Q3 		$401K Buy
6,754
+394
+6% +$26.9K 0.05% 253
2022
Q2 		$404K Buy
6,360
+86
+1% +$5.99K 0.05% 249
2022
Q1 		$498K Sell
6,274
-616
-9% -$48.4K 0.05% 251
2021
Q4 		$599K Sell
6,890
-356
-5% -$29.3K 0.06% 235
2021
Q3 		$541K Sell
7,246
-498
-6% -$38.4K 0.07% 173
2021
Q2 		$572K Sell
7,744
-272
-3% -$19.1K 0.06% 247
2021
Q1 		$532K Buy
+8,016
New +$529K 0.06% 253
2020
Q4 		– Sell
-212,956
Closed -$12.4M – 356
2020
Q3 		$12.4M Sell
212,956
-17,968
-8% -$1.02M 1.71% 13
2020
Q2 		$12.1M Buy
+230,924
New +$10.9M 1.69% 14
2018
Q3 		– Sell
-6,156
Closed -$214K – 376
2018
Q2 		$214K Buy
+6,156
New +$211K 0.04% 326

Other funds holding XLK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Wintrust Investments's XLK Position: Q4 2024 in Review

Wintrust Investments reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 48% in Q4 2024, selling an estimated $47.5K and leaving 450 shares worth $52K. The position accounts for 0.05% of the portfolio, ranked #249.

Wintrust Investments first reported a position in XLK in Q2 2018 and has held it in 18 quarters since. The position peaked at $12.4M in Q3 2020. 2,195 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

  • Wintrust Investments held 450 shares of State Street Technology Select Sector SPDR ETF worth $52K as of Q4 2024.
  • Wintrust Investments sold 408 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $47.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #249 holding.
  • Wintrust Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 18 quarters since.
  • Wintrust Investments's State Street Technology Select Sector SPDR ETF position peaked at $12.4M in Q3 2020.
  • 2,195 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.