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

WealthSource 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
2020 Q4	–	Sell	-1,800	Closed	-$3K	–	408
2020 Q3	$3K	Buy	+1,800	New	+$102K	﹤0.01%	363

Other funds holding XLK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

WealthSource Partners's XLK Position: Q4 2023 in Review

WealthSource Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 32% in Q4 2023, selling an estimated $657K and leaving 15,484 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #158.

WealthSource Partners first reported a position in XLK in Q1 2016 and has held it in 29 quarters since. The position peaked at $6.11M in Q4 2017. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

WealthSource Partners held 15,484 shares of State Street Technology Select Sector SPDR ETF worth $1.49M as of Q4 2023.
WealthSource Partners sold 7,380 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $657K.
State Street Technology Select Sector SPDR ETF made up 0.1% of WealthSource Partners's portfolio in Q4 2023, its #158 holding.
WealthSource Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 29 quarters since.
WealthSource Partners's State Street Technology Select Sector SPDR ETF position peaked at $6.11M in Q4 2017.
1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.