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Carmichael Hill & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Carmichael Hill & Associates’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 		$856K Buy
7,582
+624
+9% +$68.5K 0.3% 67
2024
Q2 		$787K Hold
6,958
– – 0.31% 65
2024
Q1 		$725K Buy
6,958
+4
+0.1% +$405 0.29% 72
2023
Q4 		$669K Hold
6,954
– – 0.28% 72
2023
Q3 		$570K Hold
6,954
– – 0.26% 75
2023
Q2 		$605K Buy
6,954
+406
+6% +$32K 0.27% 76
2023
Q1 		$494K Buy
6,548
+6
+0.1% +$413 0.24% 82
2022
Q4 		$407K Buy
6,542
+338
+5% +$21.5K 0.21% 95
2022
Q3 		$368K Sell
6,204
-114
-2% -$7.78K 0.2% 100
2022
Q2 		$402K Buy
6,318
+6
+0.1% +$418 0.21% 97
2022
Q1 		$501K Buy
6,312
+80
+1% +$6.28K 0.23% 88
2021
Q4 		$542K Buy
6,232
+86
+1% +$7.08K 0.24% 91
2021
Q3 		$459K Buy
6,146
+142
+2% +$11K 0.23% 91
2021
Q2 		$443K Sell
6,004
-1,328
-18% -$93K 0.22% 90
2021
Q1 		$487K Buy
7,332
+10
+0.1% +$660 0.27% 78
2020
Q4 		$476K Buy
7,322
+36
+0.5% +$2.19K 0.28% 77
2020
Q3 		$425K Buy
7,286
+22
+0.3% +$1.24K 0.28% 73
2020
Q2 		$380K Hold
7,264
– – 0.28% 79
2020
Q1 		$292K Hold
7,264
– – 0.26% 79
2019
Q4 		$333K Hold
7,264
– – 0.24% 86
2019
Q3 		$292K Hold
7,264
– – 0.29% 84
2019
Q2 		$283K Hold
7,264
– – 0.28% 87
2019
Q1 		$269K Hold
7,264
– – 0.28% 85
2018
Q4 		$225K Buy
7,264
+864
+14% +$29.2K 0.26% 93
2018
Q3 		$241K Hold
6,400
– – 0.23% 99
2018
Q2 		$222K Hold
6,400
– – 0.24% 101
2018
Q1 		$209K Hold
6,400
– – 0.23% 108
2017
Q4 		$205K Buy
+6,400
New +$201K 0.22% 117

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

Carmichael Hill & Associates's XLK Position: Q3 2024 in Review

Carmichael Hill & Associates increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9% in Q3 2024, buying an estimated $68.5K and bringing the position to 7,582 shares worth $856K. The position accounts for 0.3% of the portfolio, ranked #67.

Carmichael Hill & Associates first reported a position in XLK in Q4 2017 and has held it in 28 quarters since. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • Carmichael Hill & Associates held 7,582 shares of State Street Technology Select Sector SPDR ETF worth $856K as of Q3 2024.
  • Carmichael Hill & Associates bought 624 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $68.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.3% of Carmichael Hill & Associates's portfolio in Q3 2024, its #67 holding.
  • Carmichael Hill & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.