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

FourThought Financial’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
2022 Q3	$108K	Hold	1,816	–	–	0.02%	419
2022 Q2	$115K	Hold	1,816	–	–	0.02%	400
2022 Q1	$144K	Hold	1,816	–	–	0.02%	390
2021 Q4	$158K	Sell	1,816 -34	-2%	-$2.8K	0.02%	380
2021 Q3	$138K	Hold	1,850	–	–	0.02%	416
2021 Q2	$136K	Sell	1,850 -78	-4%	-$5.46K	0.02%	425
2021 Q1	$128K	Sell	1,928 -624	-24%	-$41.2K	0.02%	436
2020 Q4	$165K	Buy	+2,552	New	+$155K	0.03%	374

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FourThought Financial's XLK Position: Q3 2022 in Review

FourThought Financial held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2022 at 1,816 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #419.

FourThought Financial first reported a position in XLK in Q4 2020 and has held it in 8 quarters since. The position peaked at $165K in Q4 2020. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

FourThought Financial held 1,816 shares of State Street Technology Select Sector SPDR ETF worth $108K as of Q3 2022.
FourThought Financial left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Technology Select Sector SPDR ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #419 holding.
FourThought Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street Technology Select Sector SPDR ETF position peaked at $165K in Q4 2020.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.