First Command Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

First Command Bank’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
2023 Q2	$248K	Buy	2,854 +402	+16%	+$31.7K	0.02%	120
2023 Q1	$185K	Hold	2,452	–	–	0.02%	139
2022 Q4	$153K	Sell	2,452 -292	-11%	-$18.5K	0.02%	149
2022 Q3	$163K	Hold	2,744	–	–	0.02%	138
2022 Q2	$174K	Sell	2,744 -1,006	-27%	-$70.1K	0.03%	137
2022 Q1	$298K	Sell	3,750 -2,076	-36%	-$163K	0.04%	109
2021 Q4	$435K	Hold	5,826	–	–	0.07%	94
2021 Q3	$435K	Sell	5,826 -508	-8%	-$39.2K	0.07%	94
2021 Q2	$468K	Buy	6,334 +28	+0.4%	+$1.96K	0.05%	89
2021 Q1	$419K	Buy	6,306 +3,840	+156%	+$253K	0.09%	92
2020 Q4	$161K	Buy	2,466 +826	+50%	+$50.3K	0.04%	125
2020 Q3	$96K	Buy	1,640 +42	+3%	+$2.37K	0.03%	157
2020 Q2	$83K	Buy	+1,598	New	+$75.2K	0.03%	164
2018 Q4	–	Sell	-306	Closed	-$12K	–	439
2018 Q3	$12K	Hold	306	–	–	﹤0.01%	327
2018 Q2	$11K	Hold	306	–	–	﹤0.01%	342
2018 Q1	$10K	Sell	306 -3,942	-93%	-$132K	0.01%	351
2017 Q4	$136K	Sell	4,248 -2	-0%	-$63	0.08%	122
2017 Q3	$126K	Hold	4,250	–	–	0.08%	119
2017 Q2	$116K	Hold	4,250	–	–	0.08%	123
2017 Q1	$113K	Hold	4,250	–	–	0.08%	121
2016 Q4	$103K	Buy	+4,250	New	+$101K	0.08%	126

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 $374B AUM 17.66% 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

First Command Bank's XLK Position: Q2 2023 in Review

First Command Bank increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2023, buying an estimated $31.7K and bringing the position to 2,854 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #120.

First Command Bank first reported a position in XLK in Q4 2016 and has held it in 21 quarters since. The position peaked at $468K in Q2 2021. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

First Command Bank held 2,854 shares of State Street Technology Select Sector SPDR ETF worth $248K as of Q2 2023.
First Command Bank bought 402 State Street Technology Select Sector SPDR ETF shares in Q2 2023, an estimated $31.7K.
State Street Technology Select Sector SPDR ETF made up 0.02% of First Command Bank's portfolio in Q2 2023, its #120 holding.
First Command Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 21 quarters since.
First Command Bank's State Street Technology Select Sector SPDR ETF position peaked at $468K in Q2 2021.
1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.