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Resurgent Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Resurgent Financial 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
2022
Q4 		– Sell
-10,000
Closed -$146K – 632
2022
Q3 		$146K Buy
+10,000
New +$682K 0.1% 195

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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

Resurgent Financial Advisors's XLK Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 640 shares — an estimated $61.6K sold.

Resurgent Financial Advisors first reported a position in XLK in Q4 2022 and held it in 5 quarters. The position peaked at $91.7K in Q1 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 640 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $61.6K.
  • Resurgent Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $91.7K in Q1 2023.
  • 1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.