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

Principal Street 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 Q1	–	Sell	-2,366	Closed	-$228K	–	271
2023 Q4	$228K	Buy	+2,366	New	+$211K	0.05%	191
2023 Q1	–	Sell	-5,272	Closed	-$328K	–	242
2022 Q4	$328K	Buy	+5,272	New	+$335K	0.08%	164
2019 Q4	–	Sell	-73,284	Closed	-$2.95M	–	209
2019 Q3	$2.95M	Buy	+73,284	New	+$2.93M	0.74%	46

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Principal Street Partners's XLK Position: Q1 2024 in Review

Principal Street Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 2,366 shares — an estimated $228K sold.

Principal Street Partners first reported a position in XLK in Q3 2019 and held it in 3 quarters. The position peaked at $2.95M in Q3 2019. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Principal Street Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Principal Street Partners sold 2,366 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $228K.
Principal Street Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and held it in 3 quarters.
Principal Street Partners's State Street Technology Select Sector SPDR ETF position peaked at $2.95M in Q3 2019.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Principal Street Partners's 13F filing for Q1 2024, filed 15 May 2024.