Benjamin F. Edwards & Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Benjamin F. Edwards & Company’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
2018 Q1	–	Sell	-2,000	Closed	-$64K	–	1692
2017 Q4	$64K	Buy	+2,000	New	+$62.7K	0.01%	756

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 $424B AUM 22.94% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Benjamin F. Edwards & Company's XLK Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q2 2024, buying an estimated $178K and bringing the position to 107,734 shares worth $12.2M. The position accounts for 0.21% of the portfolio, ranked #124.

Benjamin F. Edwards & Company first reported a position in XLK in Q2 2013 and has held it in 45 quarters since. The position peaked at $12.4M in Q3 2020. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Benjamin F. Edwards & Company held 107,734 shares of State Street Technology Select Sector SPDR ETF worth $12.2M as of Q2 2024.
Benjamin F. Edwards & Company bought 1,688 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $178K.
State Street Technology Select Sector SPDR ETF made up 0.21% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #124 holding.
Benjamin F. Edwards & Company first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's State Street Technology Select Sector SPDR ETF position peaked at $12.4M in Q3 2020.
2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.