Family Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Family Asset 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
2024 Q3	$1.7M	Buy	15,086 +1,330	+10%	+$146K	1.02%	26
2024 Q2	$1.56M	Sell	13,756 -400	-3%	-$42.1K	1%	24
2024 Q1	$1.47M	Buy	14,156 +6,052	+75%	+$612K	0.92%	26
2023 Q4	$780K	Sell	8,104 -564	-7%	-$50.2K	0.52%	48
2023 Q3	$710K	Buy	8,668 +438	+5%	+$37.6K	0.52%	48
2023 Q2	$715K	Sell	8,230 -800	-9%	-$63.1K	0.48%	44
2023 Q1	$682K	Sell	9,030 -5,774	-39%	-$397K	0.5%	47
2022 Q4	$921K	Buy	+14,804	New	+$940K	0.77%	34

Other funds holding XLK

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Family Asset Management's XLK Position: Q3 2024 in Review

Family Asset Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.7% in Q3 2024, buying an estimated $146K and bringing the position to 15,086 shares worth $1.7M. The position accounts for 1.02% of the portfolio, ranked #26.

Family Asset Management first reported a position in XLK in Q4 2022 and has held it in 8 quarters since. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Family Asset Management held 15,086 shares of State Street Technology Select Sector SPDR ETF worth $1.7M as of Q3 2024.
Family Asset Management bought 1,330 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $146K.
State Street Technology Select Sector SPDR ETF made up 1.02% of Family Asset Management's portfolio in Q3 2024, its #26 holding.
Family Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.