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Idaho Trust Bank’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Idaho Trust Bank’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 		– Sell
-13,356
Closed -$1.39M – 157
2024
Q1 		$1.39M Buy
+13,356
New +$1.35M 1.34% 26

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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
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
Ameriprise
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

Idaho Trust Bank's XLK Position: Q2 2024 in Review

Idaho Trust Bank sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 13,356 shares — an estimated $1.39M sold.

Idaho Trust Bank first reported a position in XLK in Q1 2024 and held it in 1 quarter. The position peaked at $1.39M in Q1 2024. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

  • Idaho Trust Bank reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 13,356 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $1.39M.
  • Idaho Trust Bank first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's State Street Technology Select Sector SPDR ETF position peaked at $1.39M in Q1 2024.
  • 2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.