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Bridgecreek Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bridgecreek Investment 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
2023
Q4 		$879K Buy
+9,134
New +$813K 0.17% 58

Other funds holding XLK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
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

Bridgecreek Investment Management's XLK Position: Q4 2023 in Review

Bridgecreek Investment Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023: 9,134 shares worth $879K. The stake represents 0.17% of the portfolio and ranks #58 among its holdings.

1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

  • Bridgecreek Investment Management held 9,134 shares of State Street Technology Select Sector SPDR ETF worth $879K as of Q4 2023.
  • State Street Technology Select Sector SPDR ETF was a new Bridgecreek Investment Management position in Q4 2023.
  • State Street Technology Select Sector SPDR ETF made up 0.17% of Bridgecreek Investment Management's portfolio in Q4 2023, its #58 holding.
  • 1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Bridgecreek Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.