St. Louis Financial Planners Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

St. Louis Financial Planners Asset 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	-35,316	Closed	-$4.03M	–	43
2024 Q2	$4.03M	Buy	35,316 +2,032	+6%	+$214K	3.46%	6
2024 Q1	$3.45M	Buy	33,284 +288	+0.9%	+$29.1K	3.11%	7
2023 Q4	$3.18M	Sell	32,996 -3,376	-9%	-$301K	2.96%	7
2023 Q3	$3M	Sell	36,372 -376	-1%	-$32.2K	2.4%	6
2023 Q2	$3.19M	Sell	36,748 -330	-0.9%	-$26K	3.2%	6
2023 Q1	$2.8M	Buy	+37,078	New	+$2.55M	3.18%	5

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 $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJA

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

St. Louis Financial Planners Asset Management's XLK Position: Q3 2024 in Review

St. Louis Financial Planners Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 35,316 shares — an estimated $4.03M sold.

St. Louis Financial Planners Asset Management first reported a position in XLK in Q1 2023 and held it in 6 quarters. The position peaked at $4.03M in Q2 2024. 2,026 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

St. Louis Financial Planners Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
St. Louis Financial Planners Asset Management sold 35,316 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $4.03M.
St. Louis Financial Planners Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 6 quarters.
St. Louis Financial Planners Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $4.03M in Q2 2024.
2,026 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q3 2024, filed 8 Oct 2024.