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Punch & Associates Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Punch & Associates Investment 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
2021
Q3 		– Sell
-170
Closed -$13K – 251
2021
Q2 		$13K Hold
170
– – ﹤0.01% 240
2021
Q1 		$11K Buy
+170
New +$11.2K ﹤0.01% 237

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Morgan Stanley
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JP Morgan Chase
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UBS Group
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Envestnet Asset Management
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Goldman Sachs
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Janney Montgomery Scott
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Punch & Associates Investment Management's XLK Position: Q3 2021 in Review

Punch & Associates Investment Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 170 shares — an estimated $13K sold.

Punch & Associates Investment Management first reported a position in XLK in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

  • Punch & Associates Investment Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Punch & Associates Investment Management sold 170 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $13K.
  • Punch & Associates Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • Punch & Associates Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $13K in Q2 2021.
  • 1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Punch & Associates Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.