Seaview Investment Managers’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Seaview Investment Managers’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 Q2	–	Sell	-3,400	Closed	-$354K	–	107
2024 Q1	$354K	Sell	3,400 -100	-3%	-$10.1K	0.11%	55
2023 Q4	$337K	Buy	3,500 +100	+3%	+$8.9K	0.11%	58
2023 Q3	$279K	Hold	3,400	–	–	0.09%	73
2023 Q2	$296K	Sell	3,400 -210	-6%	-$16.6K	0.1%	68
2023 Q1	$273K	Sell	3,610 -42	-1%	-$2.89K	0.09%	82
2022 Q4	$227K	Sell	3,652 -1,656	-31%	-$105K	0.09%	75
2022 Q3	$315K	Hold	5,308	–	–	0.13%	64
2022 Q2	$337K	Buy	5,308 +1,866	+54%	+$130K	0.15%	67
2022 Q1	$273K	Buy	+3,442	New	+$270K	0.09%	84
2021 Q1	–	Sell	-42	Closed	-$2K	–	159
2020 Q4	$2K	Buy	+42	New	+$2.56K	﹤0.01%	141

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

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

Seaview Investment Managers's XLK Position: Q2 2024 in Review

Seaview Investment Managers sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 3,400 shares — an estimated $354K sold.

Seaview Investment Managers first reported a position in XLK in Q4 2020 and held it in 10 quarters. The position peaked at $354K in Q1 2024. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Seaview Investment Managers reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Seaview Investment Managers sold 3,400 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $354K.
Seaview Investment Managers first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 10 quarters.
Seaview Investment Managers's State Street Technology Select Sector SPDR ETF position peaked at $354K in Q1 2024.
2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Seaview Investment Managers's 13F filing for Q2 2024, filed 7 Aug 2024.