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

Sheets Smith 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
-2,062
Closed -$233K – 400
2024
Q2 		$233K Sell
2,062
-480
-19% -$50.5K 0.03% 349
2024
Q1 		$265K Sell
2,542
-78
-3% -$7.89K 0.03% 334
2023
Q4 		$252K Buy
2,620
+862
+49% +$76.7K 0.04% 303
2023
Q3 		$144K Buy
+1,758
New +$151K 0.02% 325

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Sheets Smith Wealth Management's XLK Position: Q3 2024 in Review

Sheets Smith Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 2,062 shares — an estimated $233K sold.

Sheets Smith Wealth Management first reported a position in XLK in Q3 2023 and held it in 4 quarters. The position peaked at $265K in Q1 2024. 2,029 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • Sheets Smith Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,062 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $233K.
  • Sheets Smith Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and held it in 4 quarters.
  • Sheets Smith Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $265K in Q1 2024.
  • 2,029 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.