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

RFP Financial 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 Q3	–	Sell	-1,408	Closed	-$159K	–	816
2024 Q2	$159K	Sell	1,408 -26	-2%	-$2.74K	0.06%	123
2024 Q1	$149K	Sell	1,434 -70	-5%	-$7.08K	0.06%	113
2023 Q4	$145K	Buy	1,504 +2	+0.1%	+$178	0.06%	112
2023 Q3	$123K	Buy	1,502 +4	+0.3%	+$343	0.05%	117
2023 Q2	$130K	Buy	+1,498	New	+$118K	0.05%	124

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RFP Financial Group's XLK Position: Q3 2024 in Review

RFP Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 1,408 shares — an estimated $159K sold.

RFP Financial Group first reported a position in XLK in Q2 2023 and held it in 5 quarters. The position peaked at $159K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

RFP Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 1,408 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $159K.
RFP Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 5 quarters.
RFP Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $159K in Q2 2024.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.