Annapolis Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Annapolis Financial Services’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	$285K	Buy	2,522 +22	+0.9%	+$2.42K	0.08%	84
2024 Q2	$283K	Hold	2,500	–	–	0.09%	83
2024 Q1	$260K	Hold	2,500	–	–	0.09%	84
2023 Q4	$241K	Hold	2,500	–	–	0.06%	111
2023 Q3	$205K	Buy	2,500 +2,400	+2,400%	+$206K	0.06%	109
2023 Q2	$8.69K	Buy	+100	New	+$7.88K	﹤0.01%	356
2021 Q2	–	Sell	-4	Closed	–	–	470
2021 Q1	$0	Buy	+4	New	+$264	﹤0.01%	457

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

Annapolis Financial Services's XLK Position: Q3 2024 in Review

Annapolis Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.88% in Q3 2024, buying an estimated $2.42K and bringing the position to 2,522 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #84.

Annapolis Financial Services first reported a position in XLK in Q1 2021 and has held it in 7 quarters since. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Annapolis Financial Services held 2,522 shares of State Street Technology Select Sector SPDR ETF worth $285K as of Q3 2024.
Annapolis Financial Services bought 22 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $2.42K.
State Street Technology Select Sector SPDR ETF made up 0.08% of Annapolis Financial Services's portfolio in Q3 2024, its #84 holding.
Annapolis Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 7 quarters since.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.