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First Trust Investment Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

First Trust Investment Solutions’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 		$12.8M Buy
113,124
+8,930
+9% +$980K 1.44% 10
2024
Q2 		$11.8M Sell
104,194
-14,288
-12% -$1.5M 1.66% 8
2024
Q1 		$12.3M Buy
118,482
+4,784
+4% +$484K 2.17% 5
2023
Q4 		$10.9M Buy
+113,698
New +$10.1M 2.27% 6

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

First Trust Investment Solutions's XLK Position: Q3 2024 in Review

First Trust Investment Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.6% in Q3 2024, buying an estimated $980K and bringing the position to 113,124 shares worth $12.8M. The position accounts for 1.44% of the portfolio, ranked #10.

First Trust Investment Solutions first reported a position in XLK in Q4 2023 and has held it in 4 quarters since. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • First Trust Investment Solutions held 113,124 shares of State Street Technology Select Sector SPDR ETF worth $12.8M as of Q3 2024.
  • First Trust Investment Solutions bought 8,930 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $980K.
  • State Street Technology Select Sector SPDR ETF made up 1.44% of First Trust Investment Solutions's portfolio in Q3 2024, its #10 holding.
  • First Trust Investment Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.