Hudson Portfolio Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hudson Portfolio 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
2023 Q4	$222K	Sell	2,310 -160	-6%	-$14.2K	0.24%	92
2023 Q3	$202K	Sell	2,470 -90	-4%	-$7.72K	0.23%	96
2023 Q2	$223K	Buy	+2,560	New	+$202K	0.24%	95

Other funds holding XLK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

RJA

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

Hudson Portfolio Management's XLK Position: Q4 2023 in Review

Hudson Portfolio Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.5% in Q4 2023, selling an estimated $14.2K and leaving 2,310 shares worth $222K. The position accounts for 0.24% of the portfolio, ranked #92.

Hudson Portfolio Management first reported a position in XLK in Q2 2023 and has held it in 3 quarters since. The position peaked at $223K in Q2 2023. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

Hudson Portfolio Management held 2,310 shares of State Street Technology Select Sector SPDR ETF worth $222K as of Q4 2023.
Hudson Portfolio Management sold 160 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $14.2K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Hudson Portfolio Management's portfolio in Q4 2023, its #92 holding.
Hudson Portfolio Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 3 quarters since.
Hudson Portfolio Management's State Street Technology Select Sector SPDR ETF position peaked at $223K in Q2 2023.
1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Hudson Portfolio Management's 13F filing for Q4 2023, filed 13 Feb 2024.