Jordan Park Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Jordan Park Group’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
2022 Q3	–	Sell	-3,300	Closed	-$210K	–	46
2022 Q2	$210K	Hold	3,300	–	–	0.02%	43
2022 Q1	$262K	Hold	3,300	–	–	0.02%	34
2021 Q4	$287K	Buy	+3,300	New	+$272K	0.02%	39

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Jordan Park Group's XLK Position: Q3 2022 in Review

Jordan Park Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2022, closing a stake of 3,300 shares — an estimated $210K sold.

Jordan Park Group first reported a position in XLK in Q4 2021 and held it in 3 quarters. The position peaked at $287K in Q4 2021. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

Jordan Park Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Jordan Park Group sold 3,300 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $210K.
Jordan Park Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
Jordan Park Group's State Street Technology Select Sector SPDR ETF position peaked at $287K in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on Jordan Park Group's 13F filing for Q3 2022, filed 28 Oct 2022.