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

Beaumont 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
2024
Q3 		– Sell
-2,960
Closed -$335K – 68
2024
Q2 		$335K Buy
+2,960
New +$312K 0.22% 54

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
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

Beaumont Asset Management's XLK Position: Q3 2024 in Review

Beaumont Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 2,960 shares — an estimated $335K sold.

Beaumont Asset Management first reported a position in XLK in Q2 2024 and held it in 1 quarter. The position peaked at $335K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • Beaumont Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Beaumont Asset Management sold 2,960 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $335K.
  • Beaumont Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • Beaumont Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $335K 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 Beaumont Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.