Sanctuary Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sanctuary Wealth 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
2023 Q4	–	Sell	-116	Closed	-$9.53K	–	296
2023 Q3	$9.53K	Buy	+116	New	+$9.95K	0.01%	140
2021 Q1	–	Sell	-6,660	Closed	-$433K	–	40
2020 Q4	$433K	Hold	6,660	–	–	0.53%	25
2020 Q3	$389K	Hold	6,660	–	–	0.38%	22
2020 Q2	$348K	Hold	6,660	–	–	0.37%	23
2020 Q1	$268K	Hold	6,660	–	–	0.35%	15
2019 Q4	$305K	Hold	6,660	–	–	0.34%	15
2019 Q3	$268K	Hold	6,660	–	–	0.27%	18
2019 Q2	$260K	Sell	6,660 -136	-2%	-$5.18K	0.24%	23
2019 Q1	$211K	Hold	6,796	–	–	0.22%	19
2018 Q4	$211K	Sell	6,796 -130	-2%	-$4.4K	0.22%	19
2018 Q3	$261K	Buy	+6,926	New	+$254K	0.23%	16

Other funds holding XLK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Sanctuary Wealth Management's XLK Position: Q4 2023 in Review

Sanctuary Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023, closing a stake of 116 shares — an estimated $9.53K sold.

Sanctuary Wealth Management first reported a position in XLK in Q3 2018 and held it in 11 quarters. The position peaked at $433K in Q4 2020. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

Sanctuary Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Sanctuary Wealth Management sold 116 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $9.53K.
Sanctuary Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and held it in 11 quarters.
Sanctuary Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $433K in Q4 2020.
1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Sanctuary Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.