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

Zurich Insurance 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 Q3	–	Sell	-112,388	Closed	-$11.6M	–	258
2024 Q2	$11.6M	Sell	112,388 -227,140	-67%	-$23.9M	0.1%	116
2024 Q1	$35M	Sell	339,528 -16,440	-5%	-$1.66M	0.32%	90
2023 Q4	$34.2M	Sell	355,968 -1,020	-0.3%	-$90.8K	0.35%	91
2023 Q3	$30.1M	Buy	356,988 +18,400	+5%	+$1.58M	0.32%	87
2023 Q2	$30.2M	Sell	338,588 -58,020	-15%	-$4.57M	0.31%	92
2023 Q1	$29.5M	Buy	396,608 +5,500	+1%	+$378K	0.37%	87
2022 Q4	$22.8M	Sell	391,108 -4,320	-1%	-$274K	0.33%	85
2022 Q3	$23M	Buy	395,428 +934	+0.2%	+$63.7K	0.36%	81
2022 Q2	$25.1M	Buy	394,494 +56,980	+17%	+$3.97M	0.37%	88
2022 Q1	$26.8M	Buy	337,514 +16,920	+5%	+$1.33M	0.33%	78
2021 Q4	$28M	Buy	320,594 +29,670	+10%	+$2.44M	0.32%	66
2021 Q3	$20.7M	Sell	290,924 -3,380	-1%	-$261K	0.25%	75
2021 Q2	$20.9M	Sell	294,304 -2,260	-0.8%	-$158K	0.26%	70
2021 Q1	$21.1M	Sell	296,564 -41,910	-12%	-$2.77M	0.3%	61
2020 Q4	$22.1M	Buy	338,474 +8,560	+3%	+$521K	0.33%	55
2020 Q3	$19.3M	Buy	329,914 +27,216	+9%	+$1.54M	0.33%	55
2020 Q2	$12.4M	Sell	302,698 -45,780	-13%	-$2.15M	0.21%	62
2020 Q1	$14.3M	Buy	348,478 +129,080	+59%	+$5.89M	0.31%	64
2019 Q4	$10M	Buy	+219,398	New	+$9.39M	0.18%	101
2019 Q1	–	Sell	-82,578	Closed	-$2.56M	–	491
2018 Q4	$2.56M	Buy	+82,578	New	+$2.79M	0.06%	238
2016 Q2	–	Sell	-195,026	Closed	-$4.35M	–	380
2016 Q1	$4.35M	Buy	195,026 +132,766	+213%	+$2.74M	0.15%	173
2015 Q4	$1.34M	Sell	62,260 -20,028	-24%	-$431K	0.05%	260
2015 Q3	$1.63M	Buy	+82,288	New	+$1.69M	0.06%	173

Other funds holding XLK

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

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

Zurich Insurance Group's XLK Position: Q3 2024 in Review

Zurich Insurance Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 112,388 shares — an estimated $11.6M sold.

Zurich Insurance Group first reported a position in XLK in Q3 2015 and held it in 23 quarters. The position peaked at $35M in Q1 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

Zurich Insurance Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Zurich Insurance Group sold 112,388 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $11.6M.
Zurich Insurance Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2015 and held it in 23 quarters.
Zurich Insurance Group's State Street Technology Select Sector SPDR ETF position peaked at $35M in Q1 2024.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on Zurich Insurance Group's 13F filing for Q3 2024, filed 14 Nov 2024.