Kowal Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kowal Investment 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
2024 Q3	$482K	Sell	4,268 -90	-2%	-$9.88K	0.09%	121
2024 Q2	$493K	Hold	4,358	–	–	0.1%	106
2024 Q1	$454K	Buy	4,358 +150	+4%	+$15.2K	0.1%	106
2023 Q4	$405K	Buy	4,208 +12	+0.3%	+$1.07K	0.09%	101
2023 Q3	$344K	Buy	4,196 +554	+15%	+$47.5K	0.09%	100
2023 Q2	$317K	Buy	3,642 +28	+0.8%	+$2.21K	0.08%	118
2023 Q1	$273K	Sell	3,614 -620	-15%	-$42.7K	0.08%	127
2022 Q4	$263K	Buy	4,234 +554	+15%	+$35.2K	0.08%	127
2022 Q3	$219K	Buy	3,680 +404	+12%	+$27.6K	0.07%	126
2022 Q2	$208K	Buy	+3,276	New	+$228K	0.07%	133
2022 Q1	–	Sell	-3,100	Closed	-$269K	–	140
2021 Q4	$269K	Buy	3,100 +1,312	+73%	+$108K	0.08%	89
2021 Q3	$134K	Buy	+1,788	New	+$138K	0.04%	127

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

Kowal Investment Group's XLK Position: Q3 2024 in Review

Kowal Investment Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.1% in Q3 2024, selling an estimated $9.88K and leaving 4,268 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #121.

Kowal Investment Group first reported a position in XLK in Q3 2021 and has held it in 12 quarters since. The position peaked at $493K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Kowal Investment Group held 4,268 shares of State Street Technology Select Sector SPDR ETF worth $482K as of Q3 2024.
Kowal Investment Group sold 90 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $9.88K.
State Street Technology Select Sector SPDR ETF made up 0.09% of Kowal Investment Group's portfolio in Q3 2024, its #121 holding.
Kowal Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 12 quarters since.
Kowal Investment Group's State Street Technology Select Sector SPDR ETF position peaked at $493K 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 Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.