Charles D. Hyman’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Charles D. Hyman’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	$300K	Buy	2,656 +294	+12%	+$31K	0.02%	203
2024 Q1	$246K	Hold	2,362	–	–	0.01%	228
2023 Q4	$227K	Buy	+2,362	New	+$210K	0.01%	227
2023 Q3	–	Sell	-2,362	Closed	-$205K	–	239
2023 Q2	$205K	Buy	+2,362	New	+$186K	0.01%	228
2022 Q1	–	Sell	-2,362	Closed	-$205K	–	247
2021 Q4	$205K	Buy	+2,362	New	+$195K	0.01%	232

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

Charles D. Hyman's XLK Position: Q2 2024 in Review

Charles D. Hyman increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2024, buying an estimated $31K and bringing the position to 2,656 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #203.

Charles D. Hyman first reported a position in XLK in Q4 2021 and has held it in 5 quarters since. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Charles D. Hyman held 2,656 shares of State Street Technology Select Sector SPDR ETF worth $300K as of Q2 2024.
Charles D. Hyman bought 294 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $31K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Charles D. Hyman's portfolio in Q2 2024, its #203 holding.
Charles D. Hyman first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 5 quarters since.
2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.