MD Financial Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$169M Buy
1,943,364
+193,568
+11% +$15.9M 4.07% 1
2021
Q3
$131M Buy
1,749,796
+209,742
+14% +$16.2M 3.31% 7
2021
Q2
$114M Buy
1,540,054
+1,048,982
+214% +$73.5M 3.26% 6
2021
Q1
$32.6M Sell
491,072
-2,338,782
-83% -$154M 0.95% 30
2020
Q4
$184M Buy
2,829,854
+103,602
+4% +$6.31M 5.81% 2
2020
Q3
$159M Buy
+2,726,252
New +$154M 6.42% 3

Other funds holding XLK

MD Financial Management's XLK Position: Q4 2021 in Review

MD Financial Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q4 2021, buying an estimated $15.9M and bringing the position to 1,943,364 shares worth $169M. The position accounts for 4.07% of the portfolio, ranked #1.

MD Financial Management first reported a position in XLK in Q3 2020 and has held it in 6 quarters since. The position peaked at $184M in Q4 2020. 1,627 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

  • MD Financial Management held 1,943,364 shares of State Street Technology Select Sector SPDR ETF worth $169M as of Q4 2021.
  • MD Financial Management bought 193,568 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $15.9M.
  • State Street Technology Select Sector SPDR ETF made up 4.07% of MD Financial Management's portfolio in Q4 2021, its #1 holding.
  • MD Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 6 quarters since.
  • MD Financial Management's State Street Technology Select Sector SPDR ETF position peaked at $184M in Q4 2020.
  • 1,627 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.