Heritage Wealth Management (Arizona)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$655K	Sell	5,790 -200	-3%	-$21.1K	0.36%	64
2024 Q1	$624K	Sell	5,990 -342	-5%	-$34.6K	0.32%	70
2023 Q4	$609K	Buy	+6,332	New	+$564K	0.33%	71
2022 Q4	$957K	Buy	15,388 +7,420	+93%	+$471K	0.14%	116
2022 Q3	$473K	Buy	7,968 +10	+0.1%	+$682	0.15%	105
2022 Q2	$506K	Sell	7,958 -740	-9%	-$51.5K	0.17%	100
2022 Q1	$691K	Buy	+8,698	New	+$683K	0.19%	91
2021 Q3	$648K	Sell	8,680 -308	-3%	-$23.8K	0.23%	77
2021 Q2	$664K	Buy	+8,988	New	+$630K	0.25%	79

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

Heritage Wealth Management (Arizona)'s XLK Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q2 2024, selling an estimated $21.1K and leaving 5,790 shares worth $655K. The position accounts for 0.36% of the portfolio, ranked #64.

Heritage Wealth Management (Arizona) first reported a position in XLK in Q2 2021 and has held it in 9 quarters since. The position peaked at $957K in Q4 2022. 2,011 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Heritage Wealth Management (Arizona) held 5,790 shares of State Street Technology Select Sector SPDR ETF worth $655K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 200 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $21.1K.
State Street Technology Select Sector SPDR ETF made up 0.36% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #64 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s State Street Technology Select Sector SPDR ETF position peaked at $957K in Q4 2022.
2,011 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.