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Buck Wealth Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Buck Wealth Strategies’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 		– Sell
-736
Closed -$60.3K – 351
2023
Q3 		$60.3K Buy
+736
New +$63.1K 0.02% 100
2023
Q2 		– Sell
-776
Closed -$51.6K – 282
2023
Q1 		$51.6K Buy
+776
New +$53.4K 0.03% 56

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

Buck Wealth Strategies's XLK Position: Q4 2023 in Review

Buck Wealth Strategies sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023, closing a stake of 736 shares — an estimated $60.3K sold.

Buck Wealth Strategies first reported a position in XLK in Q1 2023 and held it in 2 quarters. The position peaked at $60.3K in Q3 2023. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

  • Buck Wealth Strategies reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 736 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $60.3K.
  • Buck Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's State Street Technology Select Sector SPDR ETF position peaked at $60.3K in Q3 2023.
  • 1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.