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Iron Horse Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Iron Horse Wealth 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
2024
Q1 		– Sell
-42
Closed -$4.04K – 521
2023
Q4 		$4.04K Hold
42
– – ﹤0.01% 287
2023
Q3 		$3.44K Buy
+42
New +$3.6K ﹤0.01% 301

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Iron Horse Wealth Management's XLK Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 42 shares — an estimated $4.04K sold.

Iron Horse Wealth Management first reported a position in XLK in Q3 2023 and held it in 2 quarters. The position peaked at $4.04K in Q4 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 42 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $4.04K.
  • Iron Horse Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and held it in 2 quarters.
  • Iron Horse Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.04K in Q4 2023.
  • 1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.