Sumitomo Mitsui Trust Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sumitomo Mitsui Trust Group’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 Q4	–	Sell	-54,610	Closed	-$4.48M	–	1156
2023 Q3	$4.48M	Sell	54,610 -1,168	-2%	-$100K	﹤0.01%	835
2023 Q2	$4.85M	Buy	55,778 +38,156	+217%	+$3.01M	﹤0.01%	834
2023 Q1	$1.33M	Buy	+17,622	New	+$1.21M	﹤0.01%	964
2021 Q3	–	Sell	-416,000	Closed	-$30.7M	–	1218
2021 Q2	$30.7M	Buy	+416,000	New	+$29.1M	0.02%	665
2020 Q3	–	Sell	-226,400	Closed	-$11.8M	–	1136
2020 Q2	$11.8M	Hold	226,400	–	–	0.01%	731
2020 Q1	$9.1M	Buy	+226,400	New	+$10.3M	0.01%	724
2019 Q3	–	Sell	-522,000	Closed	-$20.4M	–	1082
2019 Q2	$20.4M	Buy	+522,000	New	+$19.9M	0.02%	652
2016 Q1	–	Sell	-138,582	Closed	-$3.01M	–	887
2015 Q4	$3.01M	Buy	+138,582	New	+$2.98M	0.01%	701

Other funds holding XLK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Sumitomo Mitsui Trust Group's XLK Position: Q4 2023 in Review

Sumitomo Mitsui Trust Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023, closing a stake of 54,610 shares — an estimated $4.48M sold.

Sumitomo Mitsui Trust Group first reported a position in XLK in Q4 2015 and held it in 8 quarters. The position peaked at $30.7M in Q2 2021. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

Sumitomo Mitsui Trust Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 54,610 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $4.48M.
Sumitomo Mitsui Trust Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and held it in 8 quarters.
Sumitomo Mitsui Trust Group's State Street Technology Select Sector SPDR ETF position peaked at $30.7M in Q2 2021.
1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2023, filed 30 Jan 2024.