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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Column Capital Advisors's XLK Position: Q3 2023 in Review

Column Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 32% in Q3 2023, buying an estimated $1.37M and bringing the position to 65,724 shares worth $5.39M. The position accounts for 0.79% of the portfolio, ranked #22.

Column Capital Advisors first reported a position in XLK in Q1 2021 and has held it in 11 quarters since. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

Column Capital Advisors held 65,724 shares of State Street Technology Select Sector SPDR ETF worth $5.39M as of Q3 2023.
Column Capital Advisors bought 15,952 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $1.37M.
State Street Technology Select Sector SPDR ETF made up 0.79% of Column Capital Advisors's portfolio in Q3 2023, its #22 holding.
Column Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 11 quarters since.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.