Connectus Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Connectus Wealth’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 Q1	$2.43M	Sell	23,302 -13,756	-37%	-$1.39M	0.07%	164
2023 Q4	$3.57M	Buy	37,058 +8,704	+31%	+$775K	0.07%	192
2023 Q3	$2.32M	Sell	28,354 -11,270	-28%	-$966K	0.05%	236
2023 Q2	$3.44M	Buy	39,624 +7,960	+25%	+$627K	0.08%	170
2023 Q1	$2.39M	Buy	31,664 +16,276	+106%	+$1.12M	0.06%	209
2022 Q4	$958K	Buy	15,388 +240	+2%	+$15.2K	0.02%	290
2022 Q3	$900K	Buy	+15,148	New	+$1.03M	0.02%	347
2022 Q2	–	Sell	-39,048	Closed	-$3.4M	–	482
2022 Q1	$3.4M	Buy	+39,048	New	+$3.07M	0.11%	126

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Connectus Wealth's XLK Position: Q1 2024 in Review

Connectus Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 37% in Q1 2024, selling an estimated $1.39M and leaving 23,302 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #164.

Connectus Wealth first reported a position in XLK in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.57M in Q4 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Connectus Wealth held 23,302 shares of State Street Technology Select Sector SPDR ETF worth $2.43M as of Q1 2024.
Connectus Wealth sold 13,756 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $1.39M.
State Street Technology Select Sector SPDR ETF made up 0.07% of Connectus Wealth's portfolio in Q1 2024, its #164 holding.
Connectus Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 8 quarters since.
Connectus Wealth's State Street Technology Select Sector SPDR ETF position peaked at $3.57M in Q4 2023.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.