Gofen & Glossberg’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gofen & Glossberg’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 Q4	$600K	Buy	9,644 +2,330	+32%	+$148K	0.02%	314
2022 Q3	$434K	Buy	7,314 +3,566	+95%	+$243K	0.01%	342
2022 Q2	$238K	Hold	3,748	–	–	0.01%	461
2022 Q1	$298K	Hold	3,748	–	–	0.01%	439
2021 Q4	$326K	Sell	3,748 -24	-0.6%	-$1.98K	0.01%	433
2021 Q3	$282K	Hold	3,772	–	–	0.01%	457
2021 Q2	$278K	Buy	+3,772	New	+$264K	0.01%	451
2013 Q4	–	Sell	-18,920	Closed	-$303K	–	545
2013 Q3	$303K	Hold	18,920	–	–	0.02%	320
2013 Q2	$289K	Buy	+18,920	New	+$293K	0.02%	317

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

RJA

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

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

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

Gofen & Glossberg's XLK Position: Q4 2022 in Review

Gofen & Glossberg increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 32% in Q4 2022, buying an estimated $148K and bringing the position to 9,644 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #314.

Gofen & Glossberg first reported a position in XLK in Q2 2013 and has held it in 9 quarters since. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Gofen & Glossberg held 9,644 shares of State Street Technology Select Sector SPDR ETF worth $600K as of Q4 2022.
Gofen & Glossberg bought 2,330 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $148K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Gofen & Glossberg's portfolio in Q4 2022, its #314 holding.
Gofen & Glossberg first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 9 quarters since.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.