Institutional & Family Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Institutional & Family Asset 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	-10	Closed	-$869	–	773
2023 Q2	$869	Buy	+10	New	+$788	﹤0.01%	641
2021 Q4	–	Sell	-3,814	Closed	-$285K	–	946
2021 Q3	$285K	Buy	3,814 +3,072	+414%	+$237K	0.05%	153
2021 Q2	$55K	Sell	742 -994	-57%	-$69.6K	0.01%	321
2021 Q1	$115K	Buy	1,736 +1,414	+439%	+$93.3K	0.02%	250
2020 Q4	$21K	Sell	322 -1,928	-86%	-$117K	﹤0.01%	438
2020 Q3	$131K	Sell	2,250 -3,662	-62%	-$207K	0.03%	206
2020 Q2	$309K	Buy	5,912 +4,454	+305%	+$210K	0.06%	135
2020 Q1	$59K	Buy	1,458 +784	+116%	+$35.8K	0.01%	261
2019 Q4	$31K	Buy	+674	New	+$28.9K	0.01%	379

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 $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

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 $40.4B AUM 21.2% 1-Year Est. Return

Institutional & Family Asset Management's XLK Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2023, closing a stake of 10 shares — an estimated $869 sold.

Institutional & Family Asset Management first reported a position in XLK in Q4 2019 and held it in 9 quarters. The position peaked at $309K in Q2 2020. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

Institutional & Family Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 10 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $869.
Institutional & Family Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Institutional & Family Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $309K in Q2 2020.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.