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

Retirement 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
Q1 		$399K Sell
3,832
-10
-0.3% -$1.01K 0.14% 78
2023
Q4 		$370K Buy
3,842
+6
+0.2% +$534 0.15% 72
2023
Q3 		$314K Buy
3,836
+4
+0.1% +$343 0.13% 77
2023
Q2 		$333K Buy
3,832
+484
+14% +$38.1K 0.14% 72
2023
Q1 		$253K Buy
3,348
+6
+0.2% +$413 0.12% 79
2022
Q4 		$208K Buy
3,342
+260
+8% +$16.5K 0.1% 79
2022
Q3 		$183K Sell
3,082
-348
-10% -$23.7K 0.15% 57
2022
Q2 		$218K Buy
3,430
+152
+5% +$10.6K 0.09% 98
2022
Q1 		$260K Buy
3,278
+4
+0.1% +$314 0.1% 100
2021
Q4 		$285K Buy
3,274
+4
+0.1% +$329 0.12% 92
2021
Q3 		$244K Buy
3,270
+84
+3% +$6.48K 0.11% 103
2021
Q2 		$235K Buy
3,186
+4
+0.1% +$280 0.11% 99
2021
Q1 		$211K Buy
3,182
+4
+0.1% +$264 0.1% 128
2020
Q4 		$206K Sell
3,178
-108
-3% -$6.58K 0.09% 123
2020
Q3 		$192K Buy
3,286
+204
+7% +$11.5K 0.11% 125
2020
Q2 		$161K Buy
+3,082
New +$145K 0.1% 127
2019
Q4 		$141K Buy
+3,068
New +$131K 0.09% 138

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

Retirement Group's XLK Position: Q1 2024 in Review

Retirement Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.26% in Q1 2024, selling an estimated $1.01K and leaving 3,832 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #78.

Retirement Group first reported a position in XLK in Q4 2019 and has held it in 17 quarters since. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

  • Retirement Group held 3,832 shares of State Street Technology Select Sector SPDR ETF worth $399K as of Q1 2024.
  • Retirement Group sold 10 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $1.01K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of Retirement Group's portfolio in Q1 2024, its #78 holding.
  • Retirement Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.