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Coulter & Justus Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Coulter & Justus Financial Services’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 		$1.07M Buy
+10,300
New +$1.04M 0.24% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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

Coulter & Justus Financial Services's XLK Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024: 10,300 shares worth $1.07M. The stake represents 0.24% of the portfolio and ranks #45 among its holdings.

1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

  • Coulter & Justus Financial Services held 10,300 shares of State Street Technology Select Sector SPDR ETF worth $1.07M as of Q1 2024.
  • State Street Technology Select Sector SPDR ETF was a new Coulter & Justus Financial Services position in Q1 2024.
  • State Street Technology Select Sector SPDR ETF made up 0.24% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #45 holding.
  • 1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.