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Buckingham Strategic Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$3.21M Buy
28,370
+896
+3% +$94.3K 0.03% 183
2024
Q1 		$2.86M Sell
27,474
-988
-3% -$99.9K 0.03% 199
2023
Q4 		$2.74M Buy
28,462
+128
+0.5% +$11.4K 0.03% 196
2023
Q3 		$2.32M Buy
28,334
+2,318
+9% +$199K 0.03% 201
2023
Q2 		$2.26M Buy
26,016
+3,200
+14% +$252K 0.03% 208
2023
Q1 		$1.42M Hold
22,816
– – 0.03% 223
2022
Q4 		$1.42M Buy
22,816
+1,846
+9% +$117K 0.03% 224
2022
Q3 		$1.25M Sell
20,970
-1,512
-7% -$103K 0.03% 230
2022
Q2 		$1.43M Buy
22,482
+6,700
+42% +$467K 0.03% 218
2022
Q1 		$1.25M Sell
15,782
-390
-2% -$30.6K 0.02% 240
2021
Q4 		$1.41M Buy
16,172
+54
+0.3% +$4.45K 0.03% 229
2021
Q3 		$1.2M Buy
16,118
+3,864
+32% +$298K 0.02% 234
2021
Q2 		$905K Sell
12,254
-1,956
-14% -$137K 0.02% 260
2021
Q1 		$944K Sell
14,210
-926
-6% -$61.1K 0.05% 241
2020
Q4 		$984K Sell
15,136
-2,030
-12% -$124K 0.05% 221
2020
Q3 		$1M Sell
17,166
-550
-3% -$31.1K 0.08% 180
2020
Q2 		$926K Buy
17,716
+660
+4% +$31K 0.09% 157
2020
Q1 		$685K Buy
17,056
+3,316
+24% +$151K 0.07% 215
2019
Q4 		$630K Sell
13,740
-222
-2% -$9.5K 0.06% 210
2019
Q3 		$562K Buy
13,962
+342
+3% +$13.7K 0.06% 213
2019
Q2 		$531K Sell
13,620
-376
-3% -$14.3K 0.06% 238
2019
Q1 		$518K Sell
13,996
-1,342
-9% -$45.9K 0.07% 217
2018
Q4 		$475K Buy
15,338
+580
+4% +$19.6K 0.07% 190
2018
Q3 		$556K Buy
14,758
+1,014
+7% +$37.2K 0.09% 177
2018
Q2 		$477K Sell
13,744
-6,456
-32% -$221K 0.08% 183
2018
Q1 		$661K Buy
20,200
+76
+0.4% +$2.55K 0.13% 139
2017
Q4 		$643K Sell
20,124
-2,144
-10% -$67.2K 0.13% 142
2017
Q3 		$658K Sell
22,268
-808
-4% -$23.3K 0.16% 128
2017
Q2 		$631K Buy
+23,076
New +$635K 0.15% 128

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
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

Buckingham Strategic Wealth's XLK Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q2 2024, buying an estimated $94.3K and bringing the position to 28,370 shares worth $3.21M. The position accounts for 0.03% of the portfolio, ranked #183.

Buckingham Strategic Wealth first reported a position in XLK in Q2 2017 and has held it in 29 quarters since. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

  • Buckingham Strategic Wealth held 28,370 shares of State Street Technology Select Sector SPDR ETF worth $3.21M as of Q2 2024.
  • Buckingham Strategic Wealth bought 896 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $94.3K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #183 holding.
  • Buckingham Strategic Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 29 quarters since.
  • 2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.