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New Potomac Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

New Potomac Partners’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
2024
Q3 		$867K Sell
7,684
-162
-2% -$17.8K 0.45% 56
2024
Q2 		$888K Sell
7,846
-86
-1% -$9.05K 0.49% 55
2024
Q1 		$826K Sell
7,932
-378
-5% -$38.2K 0.46% 57
2023
Q4 		$800K Sell
8,310
-474
-5% -$42.2K 0.48% 56
2023
Q3 		$720K Sell
8,784
-36
-0.4% -$3.09K 0.5% 58
2023
Q2 		$767K Sell
8,820
-1,764
-17% -$139K 0.51% 57
2023
Q1 		$799K Buy
10,584
+1,108
+12% +$76.2K 0.55% 54
2022
Q4 		$590K Buy
9,476
+1,616
+21% +$103K 0.44% 57
2022
Q3 		$467K Sell
7,860
-196
-2% -$13.4K 0.39% 53
2022
Q2 		$512K Buy
8,056
+336
+4% +$23.4K 0.41% 52
2022
Q1 		$613K Buy
7,720
+302
+4% +$23.7K 0.43% 49
2021
Q4 		$645K Buy
7,418
+726
+11% +$59.8K 0.42% 48
2021
Q3 		$500K Sell
6,692
-294
-4% -$22.7K 0.35% 52
2021
Q2 		$516K Buy
6,986
+554
+9% +$38.8K 0.35% 53
2021
Q1 		$427K Buy
6,432
+270
+4% +$17.8K 0.31% 55
2020
Q4 		$401K Buy
6,162
+1,316
+27% +$80.2K 0.29% 54
2020
Q3 		$283K Sell
4,846
-150
-3% -$8.47K 0.23% 58
2020
Q2 		$261K Buy
4,996
+152
+3% +$7.15K 0.23% 55
2020
Q1 		$195K Buy
4,844
+344
+8% +$15.7K 0.21% 56
2019
Q4 		$206K Hold
4,500
– – 0.19% 65
2019
Q3 		$181K Hold
4,500
– – 0.18% 66
2019
Q2 		$176K Hold
4,500
– – 0.18% 64
2019
Q1 		$167K Hold
4,500
– – 0.17% 68
2018
Q4 		$139K Hold
4,500
– – 0.15% 70
2018
Q3 		$169K Hold
4,500
– – 0.16% 65
2018
Q2 		$156K Hold
4,500
– – 0.15% 66
2018
Q1 		$147K Hold
4,500
– – 0.14% 70
2017
Q4 		$144K Buy
+4,500
New +$141K 0.14% 71

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

New Potomac Partners's XLK Position: Q3 2024 in Review

New Potomac Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.1% in Q3 2024, selling an estimated $17.8K and leaving 7,684 shares worth $867K. The position accounts for 0.45% of the portfolio, ranked #56.

New Potomac Partners first reported a position in XLK in Q4 2017 and has held it in 28 quarters since. The position peaked at $888K in Q2 2024. 2,029 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • New Potomac Partners held 7,684 shares of State Street Technology Select Sector SPDR ETF worth $867K as of Q3 2024.
  • New Potomac Partners sold 162 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $17.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.45% of New Potomac Partners's portfolio in Q3 2024, its #56 holding.
  • New Potomac Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
  • New Potomac Partners's State Street Technology Select Sector SPDR ETF position peaked at $888K in Q2 2024.
  • 2,029 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.