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

TRUADVICE’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 Q3	$2.19M	Sell	24,442 -11,800	-33%	-$1.01M	0.86%	28
2023 Q2	$3.05M	Buy	+36,242	New	+$2.86M	1.12%	19
2022 Q3	–	Sell	-49,548	Closed	-$3.65M	–	156
2022 Q2	$3.65M	Buy	+49,548	New	+$3.45M	1.93%	14

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

TRUADVICE's XLK Position: Q3 2023 in Review

TRUADVICE reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 33% in Q3 2023, selling an estimated $1.01M and leaving 24,442 shares worth $2.19M. The position accounts for 0.86% of the portfolio, ranked #28.

TRUADVICE first reported a position in XLK in Q2 2022 and has held it in 3 quarters since. The position peaked at $3.65M in Q2 2022. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

TRUADVICE held 24,442 shares of State Street Technology Select Sector SPDR ETF worth $2.19M as of Q3 2023.
TRUADVICE sold 11,800 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $1.01M.
State Street Technology Select Sector SPDR ETF made up 0.86% of TRUADVICE's portfolio in Q3 2023, its #28 holding.
TRUADVICE first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 3 quarters since.
TRUADVICE's State Street Technology Select Sector SPDR ETF position peaked at $3.65M in Q2 2022.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.