EisnerAmper Wealth Management Corporate Benefits’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	$249K	Buy	+2,584	New	+$230K	0.09%	65
2023 Q3	–	Sell	-2,634	Closed	-$229K	–	62
2023 Q2	$229K	Buy	+2,634	New	+$208K	0.11%	53
2021 Q4	–	Sell	-3,298	Closed	-$246K	–	52
2021 Q3	$246K	Buy	+3,298	New	+$254K	0.12%	43

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

EisnerAmper Wealth Management Corporate Benefits's XLK Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023: 2,584 shares worth $249K. The stake represents 0.09% of the portfolio and ranks #65 among its holdings. This is a return to the name: EisnerAmper Wealth Management Corporate Benefits previously reported a position in XLK as recently as Q2 2023.

EisnerAmper Wealth Management Corporate Benefits first reported a position in XLK in Q3 2021 and has held it in 3 quarters since. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

EisnerAmper Wealth Management Corporate Benefits held 2,584 shares of State Street Technology Select Sector SPDR ETF worth $249K as of Q4 2023.
State Street Technology Select Sector SPDR ETF was a new EisnerAmper Wealth Management Corporate Benefits position in Q4 2023.
State Street Technology Select Sector SPDR ETF made up 0.09% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #65 holding.
EisnerAmper Wealth Management Corporate Benefits first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 3 quarters since.
1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.