SPWM
XLK icon

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

Schrum Private 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
2024
Q3 		– Sell
-1,998
Closed -$226K – 177
2024
Q2 		$226K Hold
1,998
– – 0.2% 117
2024
Q1 		$208K Buy
+1,998
New +$202K 0.19% 129

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
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

Schrum Private Wealth Management's XLK Position: Q3 2024 in Review

Schrum Private Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 1,998 shares — an estimated $226K sold.

Schrum Private Wealth Management first reported a position in XLK in Q1 2024 and held it in 2 quarters. The position peaked at $226K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • Schrum Private Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,998 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $226K.
  • Schrum Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and held it in 2 quarters.
  • Schrum Private Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $226K 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 Schrum Private Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.