Financial Architects (New Jersey)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Architects (New Jersey)’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
2017 Q4	–	Sell	-3,000	Closed	-$89K	–	1616
2017 Q3	$89K	Buy	+3,000	New	+$86.4K	0.02%	523

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Architects (New Jersey)'s XLK Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.8% in Q2 2023, buying an estimated $204K and bringing the position to 148,420 shares worth $12.9M. The position accounts for 1.95% of the portfolio, ranked #10.

Financial Architects (New Jersey) first reported a position in XLK in Q2 2013 and has held it in 40 quarters since. The position peaked at $15.9M in Q4 2021. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

Financial Architects (New Jersey) held 148,420 shares of State Street Technology Select Sector SPDR ETF worth $12.9M as of Q2 2023.
Financial Architects (New Jersey) bought 2,584 State Street Technology Select Sector SPDR ETF shares in Q2 2023, an estimated $204K.
State Street Technology Select Sector SPDR ETF made up 1.95% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #10 holding.
Financial Architects (New Jersey) first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 40 quarters since.
Financial Architects (New Jersey)'s State Street Technology Select Sector SPDR ETF position peaked at $15.9M in Q4 2021.
1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.