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

Parsec Financial 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 Q1	$370K	Hold	4,900	–	–	0.02%	231
2022 Q4	$305K	Sell	4,900 -474	-9%	-$30.1K	0.01%	248
2022 Q3	$319K	Sell	5,374 -114	-2%	-$7.78K	0.02%	230
2022 Q2	$349K	Hold	5,488	–	–	0.02%	233
2022 Q1	$436K	Sell	5,488 -944	-15%	-$74.1K	0.02%	230
2021 Q4	$559K	Hold	6,432	–	–	0.02%	209
2021 Q3	$538K	Buy	6,432 +1,750	+37%	+$135K	0.02%	209
2021 Q2	$346K	Hold	4,682	–	–	0.02%	219
2021 Q1	$311K	Buy	4,682 +350	+8%	+$23.1K	0.02%	213
2020 Q4	$282K	Buy	+4,332	New	+$264K	0.02%	216

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Parsec Financial Management's XLK Position: Q1 2023 in Review

Parsec Financial Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2023 at 4,900 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #231.

Parsec Financial Management first reported a position in XLK in Q4 2020 and has held it in 10 quarters since. The position peaked at $559K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

Parsec Financial Management held 4,900 shares of State Street Technology Select Sector SPDR ETF worth $370K as of Q1 2023.
Parsec Financial Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2023.
State Street Technology Select Sector SPDR ETF made up 0.02% of Parsec Financial Management's portfolio in Q1 2023, its #231 holding.
Parsec Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Parsec Financial Management's State Street Technology Select Sector SPDR ETF position peaked at $559K in Q4 2021.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.