Ford Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-18,870	Closed	-$1.17M	–	117
2022 Q4	$1.17M	Sell	18,870 -420	-2%	-$26.7K	0.46%	45
2022 Q3	$1.15M	Buy	19,290 +3,224	+20%	+$220K	0.48%	46
2022 Q2	$1.02M	Buy	16,066 +8,186	+104%	+$570K	0.42%	48
2022 Q1	$626K	Buy	7,880 +6,738	+590%	+$529K	0.24%	54
2021 Q4	$99	Buy	+1,142	New	+$94K	0.02%	162
2021 Q3	–	Sell	-1,314	Closed	-$97K	–	566
2021 Q2	$97K	Buy	+1,314	New	+$92K	0.04%	161
2018 Q1	–	Sell	-20	Closed	–	–	394
2017 Q4	$0	Buy	+20	New	+$627	﹤0.01%	450

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ford Financial Group's XLK Position: Q1 2023 in Review

Ford Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, closing a stake of 18,870 shares — an estimated $1.17M sold.

Ford Financial Group first reported a position in XLK in Q4 2017 and held it in 7 quarters. The position peaked at $1.17M in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

Ford Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 18,870 State Street Technology Select Sector SPDR ETF shares in Q1 2023, an estimated $1.17M.
Ford Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Ford Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $1.17M in Q4 2022.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.