Mach-1 Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mach-1 Financial 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
2023 Q2	–	Sell	-1,112	Closed	-$23.9M	–	355
2023 Q1	$23.9M	Buy	+1,112	New	+$76.5K	0.15%	83
2022 Q4	–	Sell	-1,112	Closed	-$65K	–	476
2022 Q3	$65K	Hold	1,112	–	–	0.07%	96
2022 Q2	$70K	Buy	1,112 +316	+40%	+$22K	0.05%	100
2022 Q1	$63K	Buy	+796	New	+$62.5K	0.04%	49

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mach-1 Financial Group's XLK Position: Q2 2023 in Review

Mach-1 Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2023, closing a stake of 1,112 shares — an estimated $23.9M sold.

Mach-1 Financial Group first reported a position in XLK in Q1 2022 and held it in 4 quarters. The position peaked at $23.9M in Q1 2023. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

Mach-1 Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 1,112 State Street Technology Select Sector SPDR ETF shares in Q2 2023, an estimated $23.9M.
Mach-1 Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Mach-1 Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $23.9M in Q1 2023.
1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.