Asset Management Corp’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Asset Management Corp’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 Q1	–	Sell	-5,164	Closed	-$321K	–	153
2022 Q4	$321K	Sell	5,164 -100	-2%	-$6.35K	0.27%	101
2022 Q3	$313K	Hold	5,264	–	–	0.19%	110
2022 Q2	$335K	Sell	5,264 -100	-2%	-$6.97K	0.22%	106
2022 Q1	$426K	Buy	5,364 +160	+3%	+$12.6K	0.21%	111
2021 Q4	$452K	Hold	5,204	–	–	0.22%	111
2021 Q3	$389K	Hold	5,204	–	–	0.2%	116
2021 Q2	$384K	Hold	5,204	–	–	0.22%	108
2021 Q1	$346	Hold	5,204	–	–	0.15%	124
2020 Q4	$331K	Sell	5,204 -472	-8%	-$28.7K	0.18%	119
2020 Q3	$331K	Sell	5,676 -1,518	-21%	-$85.8K	0.2%	100
2020 Q2	$376K	Buy	+7,194	New	+$338K	0.24%	78

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management Corp's XLK Position: Q1 2023 in Review

Asset Management Corp sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, closing a stake of 5,164 shares — an estimated $321K sold.

Asset Management Corp first reported a position in XLK in Q2 2020 and held it in 11 quarters. The position peaked at $452K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

Asset Management Corp reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Asset Management Corp sold 5,164 State Street Technology Select Sector SPDR ETF shares in Q1 2023, an estimated $321K.
Asset Management Corp first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 11 quarters.
Asset Management Corp's State Street Technology Select Sector SPDR ETF position peaked at $452K in Q4 2021.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.