Clarkston Capital Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clarkston Capital Partners’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	–	Sell	-2,000	Closed	-$226K	–	159
2024 Q2	$226K	Hold	2,000	–	–	﹤0.01%	138
2024 Q1	$208K	Sell	2,000 -400	-17%	-$40.5K	﹤0.01%	142
2023 Q4	$231K	Buy	+2,400	New	+$214K	﹤0.01%	133
2023 Q3	–	Sell	-2,400	Closed	-$209K	–	166
2023 Q2	$209K	Buy	+2,400	New	+$189K	﹤0.01%	140
2022 Q1	–	Sell	-2,400	Closed	-$209K	–	209
2021 Q4	$209K	Buy	+2,400	New	+$198K	﹤0.01%	154

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clarkston Capital Partners's XLK Position: Q3 2024 in Review

Clarkston Capital Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 2,000 shares — an estimated $226K sold.

Clarkston Capital Partners first reported a position in XLK in Q4 2021 and held it in 5 quarters. The position peaked at $231K in Q4 2023. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Clarkston Capital Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Clarkston Capital Partners sold 2,000 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $226K.
Clarkston Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Clarkston Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $231K in Q4 2023.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Clarkston Capital Partners's 13F filing for Q3 2024, filed 7 Nov 2024.