JP Morgan Private Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$67M	Sell	817,550 -62,622	-7%	-$5.37M	0.19%	124
2023 Q2	$76.5M	Sell	880,172 -139,944	-14%	-$11M	0.4%	56
2023 Q1	$77M	Sell	1,020,116 -79,194	-7%	-$5.45M	0.16%	130
2022 Q4	$68.4M	Buy	1,099,310 +18,062	+2%	+$1.15M	0.15%	142
2022 Q3	$64.2M	Buy	1,081,248 +67,448	+7%	+$4.6M	0.17%	135
2022 Q2	$64.4M	Sell	1,013,800 -94,000	-8%	-$6.55M	0.16%	139
2022 Q1	$88M	Buy	1,107,800 +50,234	+5%	+$3.94M	0.19%	126
2021 Q4	$91.9M	Buy	1,057,566 +67,144	+7%	+$5.53M	0.2%	120
2021 Q3	$73.9M	Buy	990,422 +27,966	+3%	+$2.16M	0.18%	134
2021 Q2	$71.1M	Buy	962,456 +159,804	+20%	+$11.2M	0.18%	133
2021 Q1	$53.3M	Sell	802,652 -236	-0%	-$15.6K	0.17%	134
2020 Q4	$52.2M	Sell	802,888 -360,664	-31%	-$22M	0.17%	141
2020 Q3	$67.9M	Sell	1,163,552 -153,142	-12%	-$8.65M	0.26%	96
2020 Q2	$68.8M	Sell	1,316,694 -83,740	-6%	-$3.94M	0.31%	83
2020 Q1	$56.3M	Buy	1,400,434 +13,156	+0.9%	+$600K	0.32%	84
2019 Q4	$63.6M	Buy	1,387,278 +81,114	+6%	+$3.47M	0.29%	92
2019 Q3	$52.6M	Sell	1,306,164 -106,992	-8%	-$4.28M	0.27%	93
2019 Q2	$55.1M	Sell	1,413,156 -12,870	-0.9%	-$491K	0.3%	85
2019 Q1	$52.8M	Buy	1,426,026 +179,928	+14%	+$6.16M	0.28%	93
2018 Q4	$38.6M	Buy	1,246,098 +211,166	+20%	+$7.14M	0.23%	103
2018 Q3	$39M	Buy	1,034,932 +15,362	+2%	+$563K	0.19%	125
2018 Q2	$35.4M	Buy	1,019,570 +509,722	+100%	+$17.5M	0.2%	127
2018 Q1	$16.7M	Buy	509,848 +100,460	+25%	+$3.37M	0.11%	175
2017 Q4	$13.1M	Buy	409,388 +32,900	+9%	+$1.03M	0.09%	208
2017 Q3	$11.1M	Buy	376,488 +9,690	+3%	+$279K	0.08%	210
2017 Q2	$10M	Sell	366,798 -4,942	-1%	-$136K	0.08%	212
2017 Q1	$9.91M	Buy	371,740 +27,152	+8%	+$700K	0.08%	211
2016 Q4	$8.33M	Buy	344,588 +44,836	+15%	+$1.07M	0.07%	213
2016 Q3	$7.16M	Buy	299,752 +44,934	+18%	+$1.04M	0.07%	231
2016 Q2	$5.53M	Sell	254,818 -63,122	-20%	-$1.37M	0.05%	253
2016 Q1	$7.05M	Buy	317,940 +27,792	+10%	+$574K	0.07%	209
2015 Q4	$6.21M	Buy	290,148 +132,610	+84%	+$2.86M	0.06%	218
2015 Q3	$3.11M	Buy	157,538 +26,300	+20%	+$542K	0.04%	276
2015 Q2	$2.72M	Buy	131,238 +16,840	+15%	+$359K	0.03%	313
2015 Q1	$2.37M	Buy	114,398 +11,612	+11%	+$242K	0.03%	343
2014 Q4	$2.13M	Buy	102,786 +12,468	+14%	+$253K	0.03%	369
2014 Q3	$1.8M	Sell	90,318 -3,270	-3%	-$64.8K	0.02%	393
2014 Q2	$1.79M	Buy	93,588 +10,676	+13%	+$198K	0.03%	308
2014 Q1	$1.51M	Buy	82,912 +3,632	+5%	+$64.9K	0.03%	328
2013 Q4	$1.42M	Buy	79,280 +1,548	+2%	+$26.2K	0.03%	297
2013 Q3	$1.25M	Sell	77,732 -3,764	-5%	-$60K	0.03%	303
2013 Q2	$1.25M	Buy	+81,496	New	+$1.26M	0.03%	292

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XLK Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.1% in Q3 2023, selling an estimated $5.37M and leaving 817,550 shares worth $67M. The position accounts for 0.19% of the portfolio, ranked #124.

JP Morgan Private Wealth Advisors first reported a position in XLK in Q2 2013 and has held it in 42 quarters since. The position peaked at $91.9M in Q4 2021. 1,685 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

JP Morgan Private Wealth Advisors held 817,550 shares of State Street Technology Select Sector SPDR ETF worth $67M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 62,622 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $5.37M.
State Street Technology Select Sector SPDR ETF made up 0.19% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #124 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $91.9M in Q4 2021.
1,685 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.