Wolf Group Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wolf Group Capital 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	$956K	Buy	9,264 +3,194	+53%	+$362K	0.32%	90
2024 Q4	$528K	Hold	6,070	–	–	0.26%	82
2024 Q3	$528K	Buy	6,070 +392	+7%	+$43K	0.25%	83
2024 Q2	$642K	Sell	5,678 -392	-6%	-$41.3K	0.25%	87
2024 Q1	$528K	Hold	6,070	–	–	0.25%	83
2023 Q4	$528K	Buy	6,070 +200	+3%	+$17.8K	0.25%	83
2023 Q3	$481K	Sell	5,870 -200	-3%	-$17.2K	0.23%	87
2023 Q2	$504K	Sell	6,070 -316	-5%	-$24.9K	0.25%	83
2023 Q1	$482K	Sell	6,386 -232	-4%	-$16K	0.24%	83
2022 Q4	$412K	Sell	6,618 -17,348	-72%	-$1.1M	0.19%	88
2022 Q3	$1.42M	Sell	23,966 -3,396	-12%	-$232K	0.78%	49
2022 Q2	$1.74M	Buy	27,362 +24,770	+956%	+$1.73M	0.9%	41
2022 Q1	$206K	Sell	2,592 -36,924	-93%	-$2.9M	0.11%	103
2021 Q4	$3.44M	Buy	+39,516	New	+$3.25M	0.56%	60

Other funds holding XLK

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wolf Group Capital Advisors's XLK Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 53% in Q1 2025, buying an estimated $362K and bringing the position to 9,264 shares worth $956K. The position accounts for 0.32% of the portfolio, ranked #90.

Wolf Group Capital Advisors first reported a position in XLK in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.44M in Q4 2021. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Wolf Group Capital Advisors held 9,264 shares of State Street Technology Select Sector SPDR ETF worth $956K as of Q1 2025.
Wolf Group Capital Advisors bought 3,194 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $362K.
State Street Technology Select Sector SPDR ETF made up 0.32% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #90 holding.
Wolf Group Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
Wolf Group Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.44M in Q4 2021.
2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.