Naples Money 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
2024
Q3
$1.93M Sell
17,082
-232
-1% -$25.5K 1.63% 23
2024
Q2
$1.97M Buy
17,314
+366
+2% +$38.5K 1.68% 21
2024
Q1
$1.76M Sell
16,948
-8,364
-33% -$846K 1.76% 22
2023
Q4
$2.44M Buy
+25,312
New +$2.25M 2.28% 16

Other funds holding XLK

Naples Money Management's XLK Position: Q3 2024 in Review

Naples Money Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q3 2024, selling an estimated $25.5K and leaving 17,082 shares worth $1.93M. The position accounts for 1.63% of the portfolio, ranked #23.

Naples Money Management first reported a position in XLK in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.44M in Q4 2023. 2,026 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • Naples Money Management held 17,082 shares of State Street Technology Select Sector SPDR ETF worth $1.93M as of Q3 2024.
  • Naples Money Management sold 232 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $25.5K.
  • State Street Technology Select Sector SPDR ETF made up 1.63% of Naples Money Management's portfolio in Q3 2024, its #23 holding.
  • Naples Money Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's State Street Technology Select Sector SPDR ETF position peaked at $2.44M in Q4 2023.
  • 2,026 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.