Madison Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Madison Wealth Management’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	$406K	Hold	4,948	–	–	0.09%	120
2023 Q2	$430K	Hold	4,948	–	–	0.09%	118
2023 Q1	$374K	Hold	4,948	–	–	0.08%	121
2022 Q4	$308K	Sell	4,948 -166	-3%	-$10.5K	0.07%	129
2022 Q3	$304K	Buy	5,114 +166	+3%	+$11.3K	0.07%	130
2022 Q2	$314K	Hold	4,948	–	–	0.08%	126
2022 Q1	$393K	Hold	4,948	–	–	0.08%	121
2021 Q4	$430K	Hold	4,948	–	–	0.09%	115
2021 Q3	$369K	Hold	4,948	–	–	0.08%	123
2021 Q2	$365K	Hold	4,948	–	–	0.08%	125
2021 Q1	$329K	Hold	4,948	–	–	0.08%	125
2020 Q4	$322K	Buy	4,948 +118	+2%	+$7.19K	0.09%	118
2020 Q3	$282K	Hold	4,830	–	–	0.08%	116
2020 Q2	$252K	Buy	+4,830	New	+$227K	0.08%	110
2020 Q1	–	Sell	-4,830	Closed	-$221K	–	149
2019 Q4	$221K	Buy	+4,830	New	+$207K	0.06%	136

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

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

Madison Wealth Management's XLK Position: Q3 2023 in Review

Madison Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2023 at 4,948 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #120.

Madison Wealth Management first reported a position in XLK in Q4 2019 and has held it in 15 quarters since. The position peaked at $430K in Q2 2023. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

Madison Wealth Management held 4,948 shares of State Street Technology Select Sector SPDR ETF worth $406K as of Q3 2023.
Madison Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Technology Select Sector SPDR ETF made up 0.09% of Madison Wealth Management's portfolio in Q3 2023, its #120 holding.
Madison Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 15 quarters since.
Madison Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $430K in Q2 2023.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.