First Personal Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

First Personal Financial Services’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	$28.2K	Sell	250 -250	-50%	-$27.4K	0.01%	240
2024 Q2	$56.6K	Sell	500 -100	-17%	-$10.5K	0.01%	187
2024 Q1	$62.5K	Hold	600	–	–	0.01%	177
2023 Q4	$57.7K	Sell	600 -150	-20%	-$13.4K	0.01%	194
2023 Q3	$61.5K	Sell	750 -450	-38%	-$38.6K	0.02%	187
2023 Q2	$104K	Hold	1,200	–	–	0.03%	153
2023 Q1	$90.6K	Hold	1,200	–	–	0.02%	156
2022 Q4	$74.7K	Sell	1,200 -356	-23%	-$22.6K	0.02%	175
2022 Q3	$92K	Buy	1,556 +356	+30%	+$24.3K	0.03%	156
2022 Q2	$76K	Sell	1,200 -326	-21%	-$22.7K	0.02%	153
2022 Q1	$121K	Hold	1,526	–	–	0.03%	138
2021 Q4	$133K	Hold	1,526	–	–	0.03%	138
2021 Q3	$114K	Hold	1,526	–	–	0.03%	144
2021 Q2	$113K	Buy	+1,526	New	+$107K	0.03%	145
2019 Q2	–	Sell	-280	Closed	-$10K	–	810
2019 Q1	$10K	Buy	+280	New	+$9.58K	﹤0.01%	503
2018 Q2	–	Sell	-5,430	Closed	-$178K	–	946
2018 Q1	$178K	Hold	5,430	–	–	0.04%	229
2017 Q4	$174K	Hold	5,430	–	–	0.03%	256
2017 Q3	$160K	Hold	5,430	–	–	0.03%	239
2017 Q2	$149K	Hold	5,430	–	–	0.03%	253
2017 Q1	$145K	Hold	5,430	–	–	0.03%	238
2016 Q4	$131K	Hold	5,430	–	–	0.03%	243
2016 Q3	$130K	Hold	5,430	–	–	0.04%	182
2016 Q2	$118K	Buy	+5,430	New	+$118K	0.04%	184
2016 Q1	–	Sell	-328	Closed	-$7K	–	409
2015 Q4	$7K	Buy	+328	New	+$7.06K	﹤0.01%	320
2015 Q1	–	Sell	-586	Closed	-$12K	–	600
2014 Q4	$12K	Buy	+586	New	+$11.9K	0.01%	249

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

First Personal Financial Services's XLK Position: Q3 2024 in Review

First Personal Financial Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 50% in Q3 2024, selling an estimated $27.4K and leaving 250 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #240.

First Personal Financial Services first reported a position in XLK in Q4 2014 and has held it in 25 quarters since. The position peaked at $178K in Q1 2018. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

First Personal Financial Services held 250 shares of State Street Technology Select Sector SPDR ETF worth $28.2K as of Q3 2024.
First Personal Financial Services sold 250 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $27.4K.
State Street Technology Select Sector SPDR ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #240 holding.
First Personal Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 25 quarters since.
First Personal Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $178K in Q1 2018.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.