SPIS
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Steward Partners Investment Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Steward Partners Investment Solutions’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 		$1.15M Buy
11,016
+3,030
+38% +$306K 0.19% 96
2023
Q4 		$769K Buy
+7,986
New +$711K 0.32% 73

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
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

Steward Partners Investment Solutions's XLK Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 38% in Q1 2024, buying an estimated $306K and bringing the position to 11,016 shares worth $1.15M. The position accounts for 0.19% of the portfolio, ranked #96.

Steward Partners Investment Solutions first reported a position in XLK in Q4 2023 and has held it in 2 quarters since. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

  • Steward Partners Investment Solutions held 11,016 shares of State Street Technology Select Sector SPDR ETF worth $1.15M as of Q1 2024.
  • Steward Partners Investment Solutions bought 3,030 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $306K.
  • State Street Technology Select Sector SPDR ETF made up 0.19% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #96 holding.
  • Steward Partners Investment Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.