SWS Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SWS Partners’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	-566	Closed	-$64K	–	303
2024 Q2	$64K	Buy	+566	New	+$59.6K	0.02%	149
2018 Q2	–	Sell	-932	Closed	-$30K	–	324
2018 Q1	$30K	Hold	932	–	–	0.02%	184
2017 Q4	$30K	Buy	+932	New	+$29.2K	0.02%	191

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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

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

SWS Partners's XLK Position: Q3 2024 in Review

SWS Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 566 shares — an estimated $64K sold.

SWS Partners first reported a position in XLK in Q4 2017 and held it in 3 quarters. The position peaked at $64K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

SWS Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 566 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $64K.
SWS Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 3 quarters.
SWS Partners's State Street Technology Select Sector SPDR ETF position peaked at $64K 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 SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.