Schroder Investment Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Schroder Investment Management 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
2021 Q3	–	Sell	-5,000	Closed	-$369K	–	1573
2021 Q2	$369K	Sell	5,000 -5,000	-50%	-$350K	﹤0.01%	1261
2021 Q1	$664K	Hold	10,000	–	–	﹤0.01%	1235
2020 Q4	$650K	Hold	10,000	–	–	﹤0.01%	1170
2020 Q3	$575K	Hold	10,000	–	–	﹤0.01%	1079
2020 Q2	$522K	Buy	+10,000	New	+$470K	﹤0.01%	1000
2015 Q1	–	Sell	-32,000	Closed	-$662K	–	1344
2014 Q4	$662K	Sell	32,000 -9,000	-22%	-$182K	﹤0.01%	1046
2014 Q3	$818K	Buy	+41,000	New	+$812K	﹤0.01%	1034

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Schroder Investment Management Group's XLK Position: Q3 2021 in Review

Schroder Investment Management Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 5,000 shares — an estimated $369K sold.

Schroder Investment Management Group first reported a position in XLK in Q3 2014 and held it in 7 quarters. The position peaked at $818K in Q3 2014. 1,418 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Schroder Investment Management Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Schroder Investment Management Group sold 5,000 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $369K.
Schroder Investment Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2014 and held it in 7 quarters.
Schroder Investment Management Group's State Street Technology Select Sector SPDR ETF position peaked at $818K in Q3 2014.
1,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Schroder Investment Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.