Centerpoint Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Centerpoint Advisors’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 Q1	–	Sell	-200	Closed	-$19K	–	460
2023 Q4	$19K	Hold	200	–	–	0.01%	256
2023 Q3	$16K	Hold	200	–	–	0.01%	278
2023 Q2	$17K	Sell	200 -76	-28%	-$5.99K	0.01%	286
2023 Q1	$21K	Hold	276	–	–	0.01%	256
2022 Q4	$17K	Sell	276 -60	-18%	-$3.81K	0.01%	231
2022 Q3	$20K	Buy	336 +276	+460%	+$18.8K	0.01%	185
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	287
2022 Q1	$5K	Hold	60	–	–	﹤0.01%	276
2021 Q4	$5K	Hold	60	–	–	﹤0.01%	279
2021 Q3	$4K	Buy	+60	New	+$4.63K	﹤0.01%	239

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Centerpoint Advisors's XLK Position: Q1 2024 in Review

Centerpoint Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 200 shares — an estimated $19K sold.

Centerpoint Advisors first reported a position in XLK in Q3 2021 and held it in 10 quarters. The position peaked at $21K in Q1 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Centerpoint Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Centerpoint Advisors sold 200 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $19K.
Centerpoint Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and held it in 10 quarters.
Centerpoint Advisors's State Street Technology Select Sector SPDR ETF position peaked at $21K in Q1 2023.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Centerpoint Advisors's 13F filing for Q1 2024, filed 2 May 2024.