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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
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

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. 2,025 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.
  • 2,025 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.