Echo Street Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Echo Street Capital Management’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	–	Sell	-3,046	Closed	-$250K	–	434
2023 Q3	$250K	Buy	+3,046	New	+$261K	﹤0.01%	399
2023 Q2	–	Sell	-8,752	Closed	-$661K	–	625
2023 Q1	$661K	Sell	8,752 -10,800	-55%	-$743K	0.01%	198
2022 Q4	$1.22M	Sell	19,552 -1,886	-9%	-$120K	0.01%	135
2022 Q3	$1.27M	Buy	21,438 +4,484	+26%	+$306K	0.01%	132
2022 Q2	$1.08M	Buy	16,954 +2,852	+20%	+$199K	0.01%	161
2022 Q1	$1.12M	Sell	14,102 -14,026	-50%	-$1.1M	0.01%	203
2021 Q4	$2.44M	Buy	28,128 +18,470	+191%	+$1.52M	0.02%	153
2021 Q3	$721K	Buy	+9,658	New	+$745K	0.01%	323

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 $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 $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

Echo Street Capital Management's XLK Position: Q4 2023 in Review

Echo Street Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023, closing a stake of 3,046 shares — an estimated $250K sold.

Echo Street Capital Management first reported a position in XLK in Q3 2021 and held it in 8 quarters. The position peaked at $2.44M in Q4 2021. 1,908 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

Echo Street Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,046 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $250K.
Echo Street Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and held it in 8 quarters.
Echo Street Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $2.44M in Q4 2021.
1,908 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.