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XLK icon

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

VitalStone Financial’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 		$170K Buy
1,510
+80
+6% +$8.78K 0.12% 109
2024
Q2 		$162K Buy
1,430
+1,098
+331% +$116K 0.12% 118
2024
Q1 		$35K Buy
332
+284
+592% +$28.7K 0.03% 198
2023
Q4 		$5K Hold
48
– – ﹤0.01% 339
2023
Q3 		$4K Buy
+48
New +$4.12K ﹤0.01% 323

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
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

VitalStone Financial's XLK Position: Q3 2024 in Review

VitalStone Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.6% in Q3 2024, buying an estimated $8.78K and bringing the position to 1,510 shares worth $170K. The position accounts for 0.12% of the portfolio, ranked #109.

VitalStone Financial first reported a position in XLK in Q3 2023 and has held it in 5 quarters since. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

  • VitalStone Financial held 1,510 shares of State Street Technology Select Sector SPDR ETF worth $170K as of Q3 2024.
  • VitalStone Financial bought 80 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $8.78K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of VitalStone Financial's portfolio in Q3 2024, its #109 holding.
  • VitalStone Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 5 quarters since.
  • 2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.