State Street’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

State Street’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-494,472	Closed	-$8.82M	–	4767
2023 Q1	$8.82M	Buy	494,472 +7,738	+2%	+$118K	﹤0.01%	2740
2022 Q4	$5.05M	Buy	486,734 +39,607	+9%	+$415K	﹤0.01%	3040
2022 Q3	$4.55M	Sell	447,127 -27,566	-6%	-$343K	﹤0.01%	3106
2022 Q2	$5.94M	Buy	474,693 +60,446	+15%	+$1.08M	﹤0.01%	3015
2022 Q1	$11.8M	Buy	414,247 +18,494	+5%	+$534K	﹤0.01%	2726
2021 Q4	$14M	Buy	395,753 +101,577	+35%	+$3.95M	﹤0.01%	2706
2021 Q3	$12.6M	Sell	294,176 -3,864	-1%	-$163K	﹤0.01%	2754
2021 Q2	$11.4M	Buy	298,040 +167,123	+128%	+$5.87M	﹤0.01%	2842
2021 Q1	$4.31M	Buy	+130,917	New	+$5.31M	﹤0.01%	3111

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

State Street's XM Position: Q2 2023 in Review

State Street sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 494,472 shares — an estimated $8.82M sold.

State Street first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $14M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

State Street reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
State Street sold 494,472 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $8.82M.
State Street first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
State Street's Qualtrics International Inc. Class A Common Stock position peaked at $14M in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on State Street's 13F filing for Q2 2023, filed 14 Aug 2023.