Key Client Fiduciary Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Key Client Fiduciary 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
2024 Q2	–	Sell	-2,216	Closed	-$231K	–	202
2024 Q1	$231K	Sell	2,216 -16	-0.7%	-$1.62K	0.12%	155
2023 Q4	$215K	Sell	2,232 -31,132	-93%	-$2.77M	0.12%	161
2023 Q3	$2.73M	Sell	33,364 -31,608	-49%	-$2.71M	1.68%	15
2023 Q2	$5.65M	Sell	64,972 -500	-0.8%	-$39.4K	3.29%	6
2023 Q1	$4.94M	Sell	65,472 -1,134	-2%	-$78K	3.09%	7
2022 Q4	$4.14M	Sell	66,606 -302	-0.5%	-$19.2K	2.8%	8
2022 Q3	$3.97M	Buy	66,908 +4,708	+8%	+$321K	3.6%	8
2022 Q2	$3.95M	Buy	62,200 +20,518	+49%	+$1.43M	3.85%	8
2022 Q1	$3.31M	Buy	+41,682	New	+$3.27M	2.62%	11

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

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

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

Key Client Fiduciary Advisors's XLK Position: Q2 2024 in Review

Key Client Fiduciary Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 2,216 shares — an estimated $231K sold.

Key Client Fiduciary Advisors first reported a position in XLK in Q1 2022 and held it in 9 quarters. The position peaked at $5.65M in Q2 2023. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Key Client Fiduciary Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 2,216 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $231K.
Key Client Fiduciary Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 9 quarters.
Key Client Fiduciary Advisors's State Street Technology Select Sector SPDR ETF position peaked at $5.65M in Q2 2023.
2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.