Zions Bancorporation’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Zions Bancorporation’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	$89.8K	Buy	772 +42	+6%	+$4.89K	0.01%	376
2024 Q3	$82.4K	Buy	+730	New	+$80.1K	0.01%	391
2022 Q2	–	Sell	-1,442	Closed	-$115K	–	1169
2022 Q1	$115K	Sell	1,442 -152	-10%	-$11.9K	0.01%	399
2021 Q4	$139K	Hold	1,594	–	–	0.01%	339
2021 Q3	$119K	Sell	1,594 -1,478	-48%	-$114K	0.01%	349
2021 Q2	$227K	Hold	3,072	–	–	0.02%	282
2021 Q1	$204K	Buy	3,072 +1,594	+108%	+$105K	0.02%	279
2020 Q4	$96K	Hold	1,478	–	–	0.01%	321
2020 Q3	$86K	Buy	+1,478	New	+$83.5K	0.01%	306
2020 Q1	–	Sell	-1,202	Closed	-$55K	–	1004
2019 Q4	$55K	Sell	1,202 -3,256	-73%	-$139K	0.01%	394
2019 Q3	$180K	Sell	4,458 -6,000	-57%	-$240K	0.03%	267
2019 Q2	$408K	Buy	10,458 +6,000	+135%	+$229K	0.06%	125
2019 Q1	$165K	Sell	4,458 -430	-9%	-$14.7K	0.03%	248
2018 Q4	$151K	Sell	4,888 -6,740	-58%	-$228K	0.11%	100
2018 Q3	$438K	Buy	11,628 +3,210	+38%	+$118K	0.1%	98
2018 Q2	$292K	Sell	8,418 -15,382	-65%	-$528K	0.2%	68
2018 Q1	$778K	Buy	+23,800	New	+$799K	0.17%	54
2017 Q4	–	Sell	-23,800	Closed	-$703K	–	988
2017 Q3	$703K	Hold	23,800	–	–	0.1%	113
2017 Q2	$651K	Buy	23,800 +20,000	+526%	+$550K	0.11%	96
2017 Q1	$101K	Hold	3,800	–	–	0.02%	153
2016 Q4	$92K	Hold	3,800	–	–	0.02%	173
2016 Q3	$91K	Hold	3,800	–	–	0.02%	173
2016 Q2	$82K	Buy	+3,800	New	+$82.4K	0.01%	173
2015 Q2	–	Sell	-96	Closed	-$2K	–	755
2015 Q1	$2K	Buy	+96	New	+$2K	﹤0.01%	820

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

Zions Bancorporation's XLK Position: Q4 2024 in Review

Zions Bancorporation increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.8% in Q4 2024, buying an estimated $4.89K and bringing the position to 772 shares worth $89.8K. The position accounts for 0.01% of the portfolio, ranked #376.

Zions Bancorporation first reported a position in XLK in Q1 2015 and has held it in 24 quarters since. The position peaked at $778K in Q1 2018. 2,195 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Zions Bancorporation held 772 shares of State Street Technology Select Sector SPDR ETF worth $89.8K as of Q4 2024.
Zions Bancorporation bought 42 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $4.89K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #376 holding.
Zions Bancorporation first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 24 quarters since.
Zions Bancorporation's State Street Technology Select Sector SPDR ETF position peaked at $778K in Q1 2018.
2,195 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.