CTI
XLK icon

Community Trust & Investment’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Community Trust & Investment’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
2022
Q4 		– Sell
-3,750
Closed -$223K – 127
2022
Q3 		$223K Buy
+3,750
New +$256K 0.02% 114

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 $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Community Trust & Investment's XLK Position: Q4 2022 in Review

Community Trust & Investment sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 3,750 shares — an estimated $223K sold.

Community Trust & Investment first reported a position in XLK in Q3 2022 and held it in 1 quarter. The position peaked at $223K in Q3 2022. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

  • Community Trust & Investment reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Community Trust & Investment sold 3,750 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $223K.
  • Community Trust & Investment first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
  • Community Trust & Investment's State Street Technology Select Sector SPDR ETF position peaked at $223K in Q3 2022.
  • 1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Community Trust & Investment's 13F filing for Q4 2022, filed 11 Jan 2023.