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

Signify Wealth’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 Q1	–	Sell	-4,352	Closed	-$419K	–	33
2023 Q4	$419K	Buy	+4,352	New	+$387K	0.63%	25
2023 Q2	–	Sell	-52,426	Closed	-$3.96M	–	32
2023 Q1	$3.96M	Buy	52,426 +48,522	+1,243%	+$3.34M	3.5%	9
2022 Q4	$243K	Sell	3,904 -8,368	-68%	-$531K	0.21%	29
2022 Q3	$729K	Buy	+12,272	New	+$837K	0.78%	20
2022 Q1	–	Sell	-5,108	Closed	-$444K	–	31
2021 Q4	$444K	Buy	+5,108	New	+$421K	0.28%	17

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

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

Signify Wealth's XLK Position: Q1 2024 in Review

Signify Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 4,352 shares — an estimated $419K sold.

Signify Wealth first reported a position in XLK in Q4 2021 and held it in 5 quarters. The position peaked at $3.96M in Q1 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Signify Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Signify Wealth sold 4,352 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $419K.
Signify Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Signify Wealth's State Street Technology Select Sector SPDR ETF position peaked at $3.96M in Q1 2023.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Signify Wealth's 13F filing for Q1 2024, filed 25 Apr 2024.