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

WR Wealth Planners’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	$304K	Hold	2,614	–	–	0.1%	129
2024 Q3	$295K	Hold	2,614	–	–	0.08%	149
2024 Q2	$296K	Sell	2,614 -130	-5%	-$13.7K	0.09%	131
2024 Q1	$286K	Sell	2,744 -208	-7%	-$21K	0.09%	137
2023 Q4	$284K	Sell	2,952 -330	-10%	-$29.4K	0.11%	146
2023 Q3	$269K	Buy	3,282 +330	+11%	+$28.3K	0.1%	143
2023 Q2	$257K	Buy	2,952 +2,380	+416%	+$188K	0.1%	145
2023 Q1	$43.2K	Buy	572 +442	+340%	+$30.4K	0.02%	337
2022 Q4	$8.09K	Hold	130	–	–	0.01%	287
2022 Q3	$7.72K	Hold	130	–	–	0.01%	279
2022 Q2	$8.26K	Hold	130	–	–	0.01%	302
2022 Q1	$10.3K	Buy	+130	New	+$10.2K	0.01%	294

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

WR Wealth Planners's XLK Position: Q4 2024 in Review

WR Wealth Planners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2024 at 2,614 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #129.

WR Wealth Planners first reported a position in XLK in Q1 2022 and has held it in 12 quarters since. 2,195 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

WR Wealth Planners held 2,614 shares of State Street Technology Select Sector SPDR ETF worth $304K as of Q4 2024.
WR Wealth Planners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Technology Select Sector SPDR ETF made up 0.1% of WR Wealth Planners's portfolio in Q4 2024, its #129 holding.
WR Wealth Planners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 12 quarters since.
2,195 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.