Investment House LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Investment House LLC’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 Q1	–	Sell	-10,200	Closed	-$635K	–	190
2022 Q4	$635K	Buy	+10,200	New	+$648K	0.06%	124
2022 Q3	–	Sell	-10,754	Closed	-$684K	–	183
2022 Q2	$684K	Buy	+10,754	New	+$749K	0.06%	117
2020 Q4	–	Sell	-12,690	Closed	-$740K	–	232
2020 Q3	$740K	Buy	+12,690	New	+$717K	0.06%	129
2017 Q2	–	Sell	-12,860	Closed	-$343K	–	204
2017 Q1	$343K	Buy	+12,860	New	+$331K	0.05%	161

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

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

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

RJA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Investment House LLC's XLK Position: Q1 2023 in Review

Investment House LLC sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, closing a stake of 10,200 shares — an estimated $635K sold.

Investment House LLC first reported a position in XLK in Q1 2017 and held it in 4 quarters. The position peaked at $740K in Q3 2020. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

Investment House LLC reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Investment House LLC sold 10,200 State Street Technology Select Sector SPDR ETF shares in Q1 2023, an estimated $635K.
Investment House LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and held it in 4 quarters.
Investment House LLC's State Street Technology Select Sector SPDR ETF position peaked at $740K in Q3 2020.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Investment House LLC's 13F filing for Q1 2023, filed 9 May 2023.