Financial Synergies Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-50	Closed	-$5.21K	–	488
2024 Q1	$5.21K	Sell	50 -180	-78%	-$18.2K	﹤0.01%	274
2023 Q4	$14.3K	Sell	230 -2	-0.9%	-$178	﹤0.01%	163
2023 Q3	$19K	Buy	232 +2	+0.9%	+$172	﹤0.01%	182
2023 Q2	$20.1K	Hold	230	–	–	﹤0.01%	171
2023 Q1	$17.4K	Hold	230	–	–	﹤0.01%	194
2022 Q4	$14.3K	Hold	230	–	–	﹤0.01%	163
2022 Q3	$13.6K	Hold	230	–	–	﹤0.01%	141
2022 Q2	$14.6K	Buy	+230	New	+$16K	﹤0.01%	149

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

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

Financial Synergies Wealth Advisors's XLK Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 50 shares — an estimated $5.21K sold.

Financial Synergies Wealth Advisors first reported a position in XLK in Q2 2022 and held it in 8 quarters. The position peaked at $20.1K in Q2 2023. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 50 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $5.21K.
Financial Synergies Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $20.1K in Q2 2023.
2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.