EFS
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Econ Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Econ 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
2023
Q2 		– Sell
-12,240
Closed -$924K – 96
2023
Q1 		$924K Buy
+12,240
New +$842K 0.7% 58

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Econ Financial Services's XLK Position: Q2 2023 in Review

Econ Financial Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2023, closing a stake of 12,240 shares — an estimated $924K sold.

Econ Financial Services first reported a position in XLK in Q1 2023 and held it in 1 quarter. The position peaked at $924K in Q1 2023. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

  • Econ Financial Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Econ Financial Services sold 12,240 State Street Technology Select Sector SPDR ETF shares in Q2 2023, an estimated $924K.
  • Econ Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Econ Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $924K in Q1 2023.
  • 1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on Econ Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.