Gunn & Company Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gunn & Company Investment Management’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	$226K	Sell	2,000 -1,750	-47%	-$192K	0.16%	60
2024 Q2	$424K	Buy	3,750 +1,750	+88%	+$184K	0.03%	99
2024 Q1	$208K	Sell	2,000 -1,022	-34%	-$103K	0.16%	59
2023 Q4	$291K	Buy	+3,022	New	+$269K	0.02%	112

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Gunn & Company Investment Management's XLK Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 47% in Q3 2024, selling an estimated $192K and leaving 2,000 shares worth $226K. The position accounts for 0.16% of the portfolio, ranked #60.

Gunn & Company Investment Management first reported a position in XLK in Q4 2023 and has held it in 4 quarters since. The position peaked at $424K in Q2 2024. 2,027 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Gunn & Company Investment Management held 2,000 shares of State Street Technology Select Sector SPDR ETF worth $226K as of Q3 2024.
Gunn & Company Investment Management sold 1,750 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $192K.
State Street Technology Select Sector SPDR ETF made up 0.16% of Gunn & Company Investment Management's portfolio in Q3 2024, its #60 holding.
Gunn & Company Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
Gunn & Company Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $424K in Q2 2024.
2,027 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.