Raymond James Financial Services Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Raymond James Financial Services Advisors’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 Q2	–	Sell	-34,200	Closed	-$8K	–	3396
2021 Q1	$8K	Buy	+34,200	New	+$2.26M	﹤0.01%	3159
2020 Q4	–	Sell	-35,800	Closed	-$4K	–	3097
2020 Q3	$4K	Sell	35,800 -800	-2%	-$45.2K	﹤0.01%	2862
2020 Q2	$6K	Buy	+36,600	New	+$1.72M	﹤0.01%	2802
2019 Q4	–	Sell	-47,000	Closed	-$18K	–	2949
2019 Q3	$18K	Buy	+47,000	New	+$1.88M	﹤0.01%	2753
2019 Q2	–	Sell	-59,800	Closed	-$9K	–	2927
2019 Q1	$9K	Buy	+59,800	New	+$2.05M	﹤0.01%	2776

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 $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial Services Advisors's XLK Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.49% in Q3 2024, buying an estimated $1.04M and bringing the position to 1,960,660 shares worth $221M. The position accounts for 0.29% of the portfolio, ranked #70.

Raymond James Financial Services Advisors first reported a position in XLK in Q2 2013 and has held it in 43 quarters since. 2,026 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Raymond James Financial Services Advisors held 1,960,660 shares of State Street Technology Select Sector SPDR ETF worth $221M as of Q3 2024.
Raymond James Financial Services Advisors bought 9,486 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $1.04M.
State Street Technology Select Sector SPDR ETF made up 0.29% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #70 holding.
Raymond James Financial Services Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 43 quarters since.
2,026 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.