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SpiderRock Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SpiderRock Advisors’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
2020
Q1 		– Hold
0
– -$11K – 153
2019
Q4 		– Hold
0
– – – 58

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

SpiderRock Advisors's XLK Position: Q3 2024 in Review

SpiderRock Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q3 2024, selling an estimated $1.47M and leaving 31,376 shares worth $3.54M. The position accounts for 0.06% of the portfolio, ranked #215.

SpiderRock Advisors first reported a position in XLK in Q1 2024 and has held it in 3 quarters since. The position peaked at $5.06M in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • SpiderRock Advisors held 31,376 shares of State Street Technology Select Sector SPDR ETF worth $3.54M as of Q3 2024.
  • SpiderRock Advisors sold 13,390 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $1.47M.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of SpiderRock Advisors's portfolio in Q3 2024, its #215 holding.
  • SpiderRock Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's State Street Technology Select Sector SPDR ETF position peaked at $5.06M 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 SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.