DB Wealth Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

DB Wealth Management Group’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 Q4	$84.7K	Buy	+880	New	+$78.3K	0.05%	124
2022 Q4	–	Sell	-250	Closed	-$15K	–	379
2022 Q3	$15K	Hold	250	–	–	0.01%	259
2022 Q2	$16K	Sell	250 -98	-28%	-$6.83K	0.01%	256
2022 Q1	$28K	Hold	348	–	–	0.02%	220
2021 Q4	$30K	Hold	348	–	–	0.02%	205
2021 Q3	$26K	Buy	348 +98	+39%	+$7.56K	0.02%	209
2021 Q2	$18K	Sell	250 -236	-49%	-$16.5K	0.01%	232
2021 Q1	$32K	Hold	486	–	–	0.02%	198
2020 Q4	$32K	Buy	+486	New	+$29.6K	0.02%	184

Other funds holding XLK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

DB Wealth Management Group's XLK Position: Q4 2023 in Review

DB Wealth Management Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023: 880 shares worth $84.7K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings. This is a return to the name: DB Wealth Management Group previously reported a position in XLK as recently as Q3 2022.

DB Wealth Management Group first reported a position in XLK in Q4 2020 and has held it in 9 quarters since. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

DB Wealth Management Group held 880 shares of State Street Technology Select Sector SPDR ETF worth $84.7K as of Q4 2023.
State Street Technology Select Sector SPDR ETF was a new DB Wealth Management Group position in Q4 2023.
State Street Technology Select Sector SPDR ETF made up 0.05% of DB Wealth Management Group's portfolio in Q4 2023, its #124 holding.
DB Wealth Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.