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Financial Connections Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Connections Group’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 		– Sell
-48
Closed -$5K – 347
2024
Q2 		$5K Buy
+48
New +$5.05K ﹤0.01% 254
2022
Q2 		– Sell
-32
Closed -$2K – 317
2022
Q1 		$2K Hold
32
– – ﹤0.01% 264
2021
Q4 		$2K Buy
+32
New +$2.63K ﹤0.01% 278

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
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

Financial Connections Group's XLK Position: Q3 2024 in Review

Financial Connections Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 48 shares — an estimated $5K sold.

Financial Connections Group first reported a position in XLK in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • Financial Connections Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Connections Group sold 48 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $5K.
  • Financial Connections Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • Financial Connections Group's State Street Technology Select Sector SPDR ETF position peaked at $5K in Q2 2024.
  • 2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Financial Connections Group's 13F filing for Q3 2024, filed 18 Oct 2024.