Kelly Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kelly Financial Services’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	-62	Closed	-$7.04K	–	770
2024 Q2	$7.04K	Hold	62	–	–	﹤0.01%	458
2024 Q1	$6.47K	Hold	62	–	–	﹤0.01%	476
2023 Q4	$5.97K	Sell	62 -28	-31%	-$2.49K	﹤0.01%	457
2023 Q3	$7.37K	Hold	90	–	–	﹤0.01%	415
2023 Q2	$7.8K	Buy	90 +28	+45%	+$2.21K	﹤0.01%	390
2023 Q1	$4.65K	Hold	62	–	–	﹤0.01%	433
2022 Q4	$3.83K	Hold	62	–	–	﹤0.01%	440
2022 Q3	$3.64K	Hold	62	–	–	﹤0.01%	438
2022 Q2	$3.89K	Hold	62	–	–	﹤0.01%	433
2022 Q1	$4.85K	Buy	62 +2	+3%	+$157	﹤0.01%	437
2021 Q4	$5.29K	Hold	60	–	–	﹤0.01%	432
2021 Q3	$4.54K	Sell	60 -8,898	-99%	-$686K	﹤0.01%	431
2021 Q2	$30K	Buy	8,958 +8,898	+14,830%	+$623K	﹤0.01%	516
2021 Q1	$4.02K	Sell	60 -428	-88%	-$28.3K	﹤0.01%	432
2020 Q4	$31.7K	Buy	488 +2	+0.4%	+$122	0.02%	152
2020 Q3	$28.4K	Sell	486 -286	-37%	-$16.2K	0.02%	144
2020 Q2	$40.3K	Buy	+772	New	+$36.3K	0.03%	106

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

Kelly Financial Services's XLK Position: Q3 2024 in Review

Kelly Financial Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 62 shares — an estimated $7.04K sold.

Kelly Financial Services first reported a position in XLK in Q2 2020 and held it in 17 quarters. The position peaked at $40.3K in Q2 2020. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Kelly Financial Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 62 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $7.04K.
Kelly Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 17 quarters.
Kelly Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $40.3K in Q2 2020.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.