Peterson Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Peterson Financial Group’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	$903	Buy	+8	New	+$878	﹤0.01%	399

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Peterson Financial Group's XLK Position: Q3 2024 in Review

Peterson Financial Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024: 8 shares worth $903. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Peterson Financial Group held 8 shares of State Street Technology Select Sector SPDR ETF worth $903 as of Q3 2024.
State Street Technology Select Sector SPDR ETF was a new Peterson Financial Group position in Q3 2024.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Peterson Financial Group's portfolio in Q3 2024, its #399 holding.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.