Valley Financial Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
CM
RJA
Valley Financial Management's XLK Position: Q2 2023 in Review
Valley Financial Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q2 2023, buying an estimated $71.7K and bringing the position to 38,928 shares worth $3.38M. The position accounts for 1.75% of the portfolio, ranked #20.
Valley Financial Management first reported a position in XLK in Q3 2022 and has held it in 4 quarters since. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.
- Valley Financial Management held 38,928 shares of State Street Technology Select Sector SPDR ETF worth $3.38M as of Q2 2023.
- Valley Financial Management bought 910 State Street Technology Select Sector SPDR ETF shares in Q2 2023, an estimated $71.7K.
- State Street Technology Select Sector SPDR ETF made up 1.75% of Valley Financial Management's portfolio in Q2 2023, its #20 holding.
- Valley Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and has held it in 4 quarters since.
- 1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.
Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.