HF
XLK icon

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

Halpern 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
2024
Q3 		$11.3K Buy
102
+28
+38% +$3.07K ﹤0.01% 159
2024
Q2 		$8.37K Hold
74
– – ﹤0.01% 162
2024
Q1 		$7.67K Hold
74
– – ﹤0.01% 168
2023
Q4 		$6.87K Buy
+74
New +$6.59K ﹤0.01% 194

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

Halpern Financial's XLK Position: Q3 2024 in Review

Halpern Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 38% in Q3 2024, buying an estimated $3.07K and bringing the position to 102 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Halpern Financial first reported a position in XLK in Q4 2023 and has held it in 4 quarters since. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • Halpern Financial held 102 shares of State Street Technology Select Sector SPDR ETF worth $11.3K as of Q3 2024.
  • Halpern Financial bought 28 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $3.07K.
  • State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #159 holding.
  • Halpern Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • 2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.