Appleton Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Appleton Group’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
2023 Q3	–	Sell	-2,920	Closed	-$254K	–	43
2023 Q2	$254K	Sell	2,920 -52	-2%	-$4.1K	0.35%	30
2023 Q1	$224K	Buy	+2,972	New	+$205K	0.44%	31
2022 Q2	–	Sell	-3,272	Closed	-$260K	–	46
2022 Q1	$260K	Sell	3,272 -208	-6%	-$16.3K	0.36%	40
2021 Q4	$303K	Sell	3,480 -368	-10%	-$30.3K	0.3%	38
2021 Q3	$287K	Sell	3,848 -20	-0.5%	-$1.54K	0.25%	38
2021 Q2	$286K	Buy	+3,868	New	+$271K	0.22%	46
2021 Q1	–	Sell	-4,144	Closed	-$269K	–	52
2020 Q4	$269K	Sell	4,144 -728	-15%	-$44.3K	0.26%	28
2020 Q3	$284K	Sell	4,872 -2,072	-30%	-$117K	0.44%	19
2020 Q2	$363K	Sell	6,944 -1,464	-17%	-$68.9K	0.44%	19
2020 Q1	$338K	Sell	8,408 -1,724	-17%	-$78.7K	1.71%	11
2019 Q4	$464K	Sell	10,132 -2,932	-22%	-$126K	0.59%	21
2019 Q3	$526K	Sell	13,064 -122	-0.9%	-$4.88K	0.61%	20
2019 Q2	$515K	Sell	13,186 -1,114	-8%	-$42.5K	0.57%	20
2019 Q1	$529K	Buy	+14,300	New	+$489K	0.51%	22

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Appleton Group's XLK Position: Q3 2023 in Review

Appleton Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2023, closing a stake of 2,920 shares — an estimated $254K sold.

Appleton Group first reported a position in XLK in Q1 2019 and held it in 14 quarters. The position peaked at $529K in Q1 2019. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

Appleton Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Appleton Group sold 2,920 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $254K.
Appleton Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and held it in 14 quarters.
Appleton Group's State Street Technology Select Sector SPDR ETF position peaked at $529K in Q1 2019.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.