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

Janiczek 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 Q2	$13.1K	Hold	116	–	–	﹤0.01%	624
2024 Q1	$12.1K	Hold	116	–	–	﹤0.01%	648
2023 Q4	$11.2K	Hold	116	–	–	﹤0.01%	651
2023 Q3	$9.51K	Hold	116	–	–	﹤0.01%	643
2023 Q2	$10.1K	Sell	116 -40	-26%	-$3.15K	﹤0.01%	568
2023 Q1	$11.7K	Hold	156	–	–	﹤0.01%	546
2022 Q4	$10.2K	Hold	156	–	–	﹤0.01%	557
2022 Q3	$9K	Hold	156	–	–	﹤0.01%	572
2022 Q2	$11K	Hold	156	–	–	﹤0.01%	565
2022 Q1	$12K	Hold	156	–	–	﹤0.01%	549
2021 Q4	$14K	Buy	156 +116	+290%	+$9.55K	﹤0.01%	549
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	782
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	735
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	718
2020 Q4	$3K	Hold	40	–	–	﹤0.01%	661
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	532
2020 Q2	$2K	Buy	+40	New	+$1.88K	﹤0.01%	313

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

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

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

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

Janiczek Wealth Management's XLK Position: Q2 2024 in Review

Janiczek Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2024 at 116 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Janiczek Wealth Management first reported a position in XLK in Q2 2020 and has held it in 17 quarters since. The position peaked at $14K in Q4 2021. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Janiczek Wealth Management held 116 shares of State Street Technology Select Sector SPDR ETF worth $13.1K as of Q2 2024.
Janiczek Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #624 holding.
Janiczek Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 17 quarters since.
Janiczek Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $14K in Q4 2021.
2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.