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

Keebeck 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 Q3	–	Sell	-3,252	Closed	-$368K	–	280
2024 Q2	$368K	Buy	3,252 +1,294	+66%	+$136K	0.05%	198
2024 Q1	$204K	Buy	+1,958	New	+$198K	0.03%	269
2023 Q1	–	Sell	-3,448	Closed	-$215K	–	262
2022 Q4	$215K	Sell	3,448 -234	-6%	-$14.9K	0.04%	226
2022 Q3	$219K	Buy	+3,682	New	+$251K	0.04%	215
2022 Q2	–	Sell	-3,946	Closed	-$314K	–	259
2022 Q1	$314K	Buy	+3,946	New	+$310K	0.05%	196

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

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

Keebeck Wealth Management's XLK Position: Q3 2024 in Review

Keebeck Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 3,252 shares — an estimated $368K sold.

Keebeck Wealth Management first reported a position in XLK in Q1 2022 and held it in 5 quarters. The position peaked at $368K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Keebeck Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Keebeck Wealth Management sold 3,252 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $368K.
Keebeck Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
Keebeck Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $368K in Q2 2024.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Keebeck Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.