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

Winton Group’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
Q2 		– Sell
-533,642
Closed -$55.6M – 763
2024
Q1 		$55.6M Buy
533,642
+178,972
+50% +$18.1M 3.92% 2
2023
Q4 		$34.1M Buy
354,670
+43,910
+14% +$3.91M 2.48% 5
2023
Q3 		$25.5M Buy
310,760
+195,708
+170% +$16.8M 2.1% 6
2023
Q2 		$10M Buy
115,052
+110,008
+2,181% +$8.67M 0.84% 18
2023
Q1 		$381K Sell
5,044
-544,278
-99% -$37.5M 0.02% 767
2022
Q4 		$34.2M Buy
549,322
+311,914
+131% +$19.8M 2.25% 3
2022
Q3 		$14.1M Sell
237,408
-337,534
-59% -$23M 0.92% 8
2022
Q2 		$36.5M Buy
574,942
+83,454
+17% +$5.81M 1.94% 2
2022
Q1 		$39.1M Buy
491,488
+489,174
+21,140% +$38.4M 2.05% 2
2021
Q4 		$201K Sell
2,314
-3,066
-57% -$252K 0.01% 943
2021
Q3 		$402K Buy
+5,380
New +$415K 0.02% 971
2021
Q2 		– Sell
-193,722
Closed -$12.9M – 1528
2021
Q1 		$12.9M Sell
193,722
-141,372
-42% -$9.33M 0.73% 10
2020
Q4 		$21.8M Sell
335,094
-221,856
-40% -$13.5M 1.57% 4
2020
Q3 		$32.5M Buy
556,950
+511,792
+1,133% +$28.9M 1.06% 3
2020
Q2 		$2.36M Sell
45,158
-58,806
-57% -$2.77M 0.06% 571
2020
Q1 		$4.18M Buy
103,964
+26,788
+35% +$1.22M 0.11% 320
2019
Q4 		$3.54M Buy
+77,176
New +$3.3M 0.05% 593

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Ameriprise
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

Winton Group's XLK Position: Q2 2024 in Review

Winton Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 533,642 shares — an estimated $55.6M sold.

Winton Group first reported a position in XLK in Q4 2019 and held it in 17 quarters. The position peaked at $55.6M in Q1 2024. 2,008 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

  • Winton Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Winton Group sold 533,642 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $55.6M.
  • Winton Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 17 quarters.
  • Winton Group's State Street Technology Select Sector SPDR ETF position peaked at $55.6M in Q1 2024.
  • 2,008 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Winton Group's 13F filing for Q2 2024, filed 9 Aug 2024.