9258 Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

9258 Wealth Management’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 Q3	$3.83M	Sell	33,920 -2,356	-6%	-$259K	0.57%	34
2024 Q2	$4.1M	Buy	36,276 +284	+0.8%	+$29.9K	0.63%	33
2024 Q1	$3.75M	Sell	35,992 -1,398	-4%	-$141K	0.58%	34
2023 Q4	$3.6M	Sell	37,390 -1,190	-3%	-$106K	0.63%	32
2023 Q3	$3.16M	Buy	38,580 +4	+0%	+$343	0.61%	35
2023 Q2	$3.35M	Sell	38,576 -4,844	-11%	-$382K	0.63%	35
2023 Q1	$3.28M	Sell	43,420 -2,064	-5%	-$142K	0.66%	33
2022 Q4	$2.83M	Sell	45,484 -9,222	-17%	-$586K	0.61%	34
2022 Q3	$3.25M	Buy	54,706 +12,212	+29%	+$833K	0.83%	30
2022 Q2	$2.7M	Buy	42,494 +2,318	+6%	+$161K	0.69%	27
2022 Q1	$3.19M	Sell	40,176 -1,250	-3%	-$98.1K	0.74%	25
2021 Q4	$3.6M	Buy	41,426 +4,894	+13%	+$403K	0.83%	22
2021 Q3	$2.73M	Buy	36,532 +336	+0.9%	+$25.9K	0.73%	24
2021 Q2	$2.67M	Buy	36,196 +10,886	+43%	+$763K	0.72%	25
2021 Q1	$1.68M	Buy	25,310 +2,248	+10%	+$148K	0.5%	36
2020 Q4	$1.5M	Sell	23,062 -842	-4%	-$51.3K	0.49%	40
2020 Q3	$1.32M	Sell	23,904 -3,038	-11%	-$172K	0.5%	37
2020 Q2	$1.41M	Sell	26,942 -594	-2%	-$27.9K	0.57%	34
2020 Q1	$1.23M	Sell	27,536 -8,490	-24%	-$387K	0.54%	40
2019 Q4	$1.65M	Buy	36,026 +612	+2%	+$26.2K	0.61%	32
2019 Q3	$1.43M	Sell	35,414 -2,604	-7%	-$104K	1.11%	18
2019 Q2	$1.48M	Buy	38,018 +3,862	+11%	+$147K	1.19%	18
2019 Q1	$1.26M	Buy	34,156 +6,464	+23%	+$221K	1.07%	27
2018 Q4	$858K	Buy	+27,692	New	+$937K	0.83%	39

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

9258 Wealth Management's XLK Position: Q3 2024 in Review

9258 Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.5% in Q3 2024, selling an estimated $259K and leaving 33,920 shares worth $3.83M. The position accounts for 0.57% of the portfolio, ranked #34.

9258 Wealth Management first reported a position in XLK in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.1M in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

9258 Wealth Management held 33,920 shares of State Street Technology Select Sector SPDR ETF worth $3.83M as of Q3 2024.
9258 Wealth Management sold 2,356 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $259K.
State Street Technology Select Sector SPDR ETF made up 0.57% of 9258 Wealth Management's portfolio in Q3 2024, its #34 holding.
9258 Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
9258 Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.1M in Q2 2024.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.