Industrial Alliance Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Industrial Alliance 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
2023 Q3	–	Sell	-1,352	Closed	-$118K	–	166
2023 Q2	$118K	Sell	1,352 -1,170	-46%	-$92.2K	0.06%	105
2023 Q1	$190K	Sell	2,522 -4,704	-65%	-$324K	0.01%	451
2022 Q4	$450K	Sell	7,226 -4,452	-38%	-$283K	0.01%	294
2022 Q3	$694K	Buy	11,678 +58	+0.5%	+$3.96K	0.02%	270
2022 Q2	$739K	Buy	11,620 +3,522	+43%	+$245K	0.02%	274
2022 Q1	$644K	Buy	8,098 +7,706	+1,966%	+$605K	0.02%	297
2021 Q4	$34K	Buy	+392	New	+$32.3K	﹤0.01%	388

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Industrial Alliance Investment Management's XLK Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2023, closing a stake of 1,352 shares — an estimated $118K sold.

Industrial Alliance Investment Management first reported a position in XLK in Q4 2021 and held it in 7 quarters. The position peaked at $739K in Q2 2022. 1,685 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

Industrial Alliance Investment Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 1,352 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $118K.
Industrial Alliance Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $739K in Q2 2022.
1,685 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.