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

Autus Asset 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
2022 Q2	–	Sell	-3,080	Closed	-$244K	–	152
2022 Q1	$244K	Sell	3,080 -3,316	-52%	-$260K	0.04%	140
2021 Q4	$556K	Buy	6,396 +14	+0.2%	+$1.15K	0.06%	124
2021 Q3	$476K	Buy	6,382 +1,362	+27%	+$105K	0.05%	122
2021 Q2	$370K	Hold	5,020	–	–	0.04%	132
2021 Q1	$333K	Buy	5,020 +48	+1%	+$3.17K	0.04%	135
2020 Q4	$324K	Sell	4,972 -28	-0.6%	-$1.71K	0.04%	131
2020 Q3	$293K	Sell	5,000 -450	-8%	-$25.4K	0.04%	137
2020 Q2	$284K	Buy	+5,450	New	+$256K	0.04%	136
2018 Q4	–	Sell	-5,672	Closed	-$214K	–	156
2018 Q3	$214K	Buy	+5,672	New	+$208K	0.04%	146

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

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

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

Autus Asset Management's XLK Position: Q2 2022 in Review

Autus Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2022, closing a stake of 3,080 shares — an estimated $244K sold.

Autus Asset Management first reported a position in XLK in Q3 2018 and held it in 9 quarters. The position peaked at $556K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Autus Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Autus Asset Management sold 3,080 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $244K.
Autus Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and held it in 9 quarters.
Autus Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $556K in Q4 2021.
1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Autus Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.