Core Wealth Advisors (Florida)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-654	Closed	-$68.1K	–	247
2024 Q1	$68.1K	Hold	654	–	–	0.02%	92
2023 Q4	$62.9K	Hold	654	–	–	0.02%	89
2023 Q3	$53.6K	Hold	654	–	–	0.02%	75
2023 Q2	$56.9K	Sell	654 -14	-2%	-$1.1K	0.02%	76
2023 Q1	$50.4K	Sell	668 -54	-7%	-$3.72K	0.02%	79
2022 Q4	$44.9K	Hold	722	–	–	0.02%	82
2022 Q3	$43K	Hold	722	–	–	0.03%	72
2022 Q2	$46K	Buy	722 +68	+10%	+$4.74K	0.03%	73
2022 Q1	$52K	Hold	654	–	–	0.03%	75
2021 Q4	$57K	Hold	654	–	–	0.03%	80
2021 Q3	$49K	Hold	654	–	–	0.03%	81
2021 Q2	$48K	Hold	654	–	–	0.03%	72
2021 Q1	$43K	Hold	654	–	–	0.04%	66
2020 Q4	$43K	Hold	654	–	–	0.04%	63
2020 Q3	$38K	Sell	654 -72,214	-99%	-$4.08M	0.04%	61
2020 Q2	$3.81M	Sell	72,868 -30,110	-29%	-$1.42M	3.35%	9
2020 Q1	$4.14M	Buy	+102,978	New	+$4.7M	3.15%	11

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

Core Wealth Advisors (Florida)'s XLK Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 654 shares — an estimated $68.1K sold.

Core Wealth Advisors (Florida) first reported a position in XLK in Q1 2020 and held it in 17 quarters. The position peaked at $4.14M in Q1 2020. 2,010 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 654 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $68.1K.
Core Wealth Advisors (Florida) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and held it in 17 quarters.
Core Wealth Advisors (Florida)'s State Street Technology Select Sector SPDR ETF position peaked at $4.14M in Q1 2020.
2,010 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.