FinTrust Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

FinTrust Capital 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 Q3	$575K	Buy	5,094 +140	+3%	+$15.4K	0.1%	170
2024 Q2	$560K	Hold	4,954	–	–	0.1%	162
2024 Q1	$516K	Buy	4,954 +266	+6%	+$26.9K	0.1%	169
2023 Q4	$451K	Buy	4,688 +38	+0.8%	+$3.38K	0.09%	176
2023 Q3	$381K	Buy	4,650 +282	+6%	+$24.2K	0.08%	180
2023 Q2	$272K	Hold	4,368	–	–	0.07%	224
2023 Q1	$272K	Hold	4,368	–	–	0.07%	221
2022 Q4	$272K	Hold	4,368	–	–	0.07%	221
2022 Q3	$265K	Hold	4,368	–	–	0.07%	223
2022 Q2	$300K	Hold	4,368	–	–	0.08%	218
2022 Q1	$347K	Hold	4,368	–	–	0.08%	212
2021 Q4	$380K	Hold	4,368	–	–	0.09%	199
2021 Q3	$326K	Hold	4,368	–	–	0.09%	206
2021 Q2	$322K	Buy	4,368 +22	+0.5%	+$1.54K	0.08%	209
2021 Q1	$289K	Hold	4,346	–	–	0.08%	208
2020 Q4	$283K	Hold	4,346	–	–	0.09%	189
2020 Q3	$254	Hold	4,346	–	–	0.05%	187
2020 Q2	$227K	Hold	4,346	–	–	0.09%	181
2020 Q1	$175K	Buy	4,346 +3,536	+437%	+$161K	0.08%	193
2019 Q4	$37K	Hold	810	–	–	0.02%	504
2019 Q3	$33K	Hold	810	–	–	0.01%	541
2019 Q2	$32K	Sell	810 -200	-20%	-$7.63K	0.01%	505
2019 Q1	$37K	Hold	1,010	–	–	0.02%	451
2018 Q4	$31K	Buy	+1,010	New	+$34.2K	0.02%	479

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

FinTrust Capital Advisors's XLK Position: Q3 2024 in Review

FinTrust Capital Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.8% in Q3 2024, buying an estimated $15.4K and bringing the position to 5,094 shares worth $575K. The position accounts for 0.1% of the portfolio, ranked #170.

FinTrust Capital Advisors first reported a position in XLK in Q4 2018 and has held it in 24 quarters since. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

FinTrust Capital Advisors held 5,094 shares of State Street Technology Select Sector SPDR ETF worth $575K as of Q3 2024.
FinTrust Capital Advisors bought 140 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $15.4K.
State Street Technology Select Sector SPDR ETF made up 0.1% of FinTrust Capital Advisors's portfolio in Q3 2024, its #170 holding.
FinTrust Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.