Foster & Motley’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Foster & Motley’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	–	Sell	-2,062	Closed	-$233K	–	393
2024 Q2	$233K	Sell	2,062 -308	-13%	-$32.4K	0.02%	362
2024 Q1	$247K	Sell	2,370 -496	-17%	-$50.2K	0.02%	359
2023 Q4	$276K	Buy	+2,866	New	+$255K	0.02%	340
2023 Q3	–	Sell	-2,868	Closed	-$249K	–	394
2023 Q2	$249K	Sell	2,868 -354	-11%	-$27.9K	0.02%	354
2023 Q1	$243K	Hold	3,222	–	–	0.02%	357
2022 Q4	$200K	Sell	3,222 -324	-9%	-$20.6K	0.02%	371
2022 Q3	$211K	Buy	3,546 +98	+3%	+$6.69K	0.02%	334
2022 Q2	$219K	Hold	3,448	–	–	0.02%	336
2022 Q1	$274K	Buy	3,448 +12	+0.3%	+$942	0.02%	317
2021 Q4	$299K	Hold	3,436	–	–	0.02%	303
2021 Q3	$257K	Sell	3,436 -1,200	-26%	-$92.6K	0.02%	305
2021 Q2	$342K	Buy	4,636 +942	+26%	+$66K	0.03%	266
2021 Q1	$245K	Hold	3,694	–	–	0.02%	281
2020 Q4	$240K	Sell	3,694 -156	-4%	-$9.5K	0.02%	267
2020 Q3	$225K	Hold	3,850	–	–	0.03%	256
2020 Q2	$201K	Buy	+3,850	New	+$181K	0.03%	258

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Foster & Motley's XLK Position: Q3 2024 in Review

Foster & Motley sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 2,062 shares — an estimated $233K sold.

Foster & Motley first reported a position in XLK in Q2 2020 and held it in 16 quarters. The position peaked at $342K in Q2 2021. 2,030 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Foster & Motley reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Foster & Motley sold 2,062 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $233K.
Foster & Motley first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 16 quarters.
Foster & Motley's State Street Technology Select Sector SPDR ETF position peaked at $342K in Q2 2021.
2,030 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Foster & Motley's 13F filing for Q3 2024, filed 30 Oct 2024.