CCA
XLK icon

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

Column Capital 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
2023
Q3 		$5.39M Buy
65,724
+15,952
+32% +$1.37M 0.79% 22
2023
Q2 		$4.33M Buy
49,772
+2
+0% +$158 0.61% 26
2023
Q1 		$3.76M Hold
49,770
– – 0.56% 26
2022
Q4 		$3.1M Sell
49,770
-678
-1% -$43.1K 0.51% 27
2022
Q3 		$3M Buy
50,448
+4
+0% +$273 0.62% 27
2022
Q2 		$3.21M Sell
50,444
-482
-0.9% -$33.6K 0.61% 27
2022
Q1 		$4.05M Buy
50,926
+500
+1% +$39.3K 0.74% 20
2021
Q4 		$4.38M Buy
50,426
+162
+0.3% +$13.3K 0.85% 20
2021
Q3 		$3.75M Buy
50,264
+2
+0% +$154 0.79% 21
2021
Q2 		$3.71M Buy
50,262
+486
+1% +$34K 0.78% 23
2021
Q1 		$3.31M Buy
+49,776
New +$3.29M 0.74% 23

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 $501B 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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return