JGUA
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John G. Ullman & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

John G. Ullman & Associates’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
-2,172
Closed -$209K – 180
2023
Q4 		$209K Buy
+2,172
New +$193K 0.03% 160

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

John G. Ullman & Associates's XLK Position: Q1 2024 in Review

John G. Ullman & Associates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 2,172 shares — an estimated $209K sold.

John G. Ullman & Associates first reported a position in XLK in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

  • John G. Ullman & Associates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • John G. Ullman & Associates sold 2,172 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $209K.
  • John G. Ullman & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 1 quarter.
  • John G. Ullman & Associates's State Street Technology Select Sector SPDR ETF position peaked at $209K 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 John G. Ullman & Associates's 13F filing for Q1 2024, filed 6 May 2024.