Soundwatch Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Soundwatch Capital’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
2023 Q3	–	Sell	-1,198	Closed	-$269K	–	37
2023 Q2	$269K	Buy	+1,198	New	+$94.4K	0.07%	27
2022 Q1	–	Sell	-2,586	Closed	-$225K	–	35
2021 Q4	$225K	Sell	2,586 -240	-8%	-$19.8K	0.05%	30
2021 Q3	$211K	Buy	+2,826	New	+$218K	0.02%	33
2021 Q1	–	Sell	-3,462	Closed	-$225K	–	27
2020 Q4	$225K	Sell	3,462 -392	-10%	-$23.9K	0.15%	22
2020 Q3	$225K	Buy	3,854 +6	+0.2%	+$339	0.07%	22
2020 Q2	$201K	Buy	+3,848	New	+$181K	0.12%	23

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Soundwatch Capital's XLK Position: Q3 2023 in Review

Soundwatch Capital sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2023, closing a stake of 1,198 shares — an estimated $269K sold.

Soundwatch Capital first reported a position in XLK in Q2 2020 and held it in 6 quarters. The position peaked at $269K in Q2 2023. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

Soundwatch Capital reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Soundwatch Capital sold 1,198 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $269K.
Soundwatch Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 6 quarters.
Soundwatch Capital's State Street Technology Select Sector SPDR ETF position peaked at $269K in Q2 2023.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on Soundwatch Capital's 13F filing for Q3 2023, filed 13 Nov 2023.