TI
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Truepoint Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Truepoint Inc’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
2021
Q3 		– Sell
-4,000
Closed -$295K – 136
2021
Q2 		$295K Buy
+4,000
New +$280K 0.02% 103

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Morgan Stanley
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JP Morgan Chase
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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Janney Montgomery Scott
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Truepoint Inc's XLK Position: Q3 2021 in Review

Truepoint Inc sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 4,000 shares — an estimated $295K sold.

Truepoint Inc first reported a position in XLK in Q2 2021 and held it in 1 quarter. The position peaked at $295K in Q2 2021. 1,418 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

  • Truepoint Inc reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Truepoint Inc sold 4,000 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $295K.
  • Truepoint Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and held it in 1 quarter.
  • Truepoint Inc's State Street Technology Select Sector SPDR ETF position peaked at $295K in Q2 2021.
  • 1,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Truepoint Inc's 13F filing for Q3 2021, filed 28 Oct 2021.