M. Kulyk & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

M. Kulyk & Associates’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	–	Sell	-2,586	Closed	-$225K	–	111
2023 Q2	$225K	Sell	2,586 -80	-3%	-$6.31K	0.06%	101
2023 Q1	$201K	Buy	+2,666	New	+$183K	0.06%	104
2022 Q2	–	Sell	-2,666	Closed	-$212K	–	107
2022 Q1	$212K	Hold	2,666	–	–	0.06%	100
2021 Q4	$232K	Buy	+2,666	New	+$220K	0.06%	94

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

M. Kulyk & Associates's XLK Position: Q3 2023 in Review

M. Kulyk & Associates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2023, closing a stake of 2,586 shares — an estimated $225K sold.

M. Kulyk & Associates first reported a position in XLK in Q4 2021 and held it in 4 quarters. The position peaked at $232K in Q4 2021. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

M. Kulyk & Associates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
M. Kulyk & Associates sold 2,586 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $225K.
M. Kulyk & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
M. Kulyk & Associates's State Street Technology Select Sector SPDR ETF position peaked at $232K in Q4 2021.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.