6 Meridian’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

6 Meridian’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
2021 Q4	$2.95M	Sell	33,886 -1,540	-4%	-$127K	0.22%	71
2021 Q3	$2.65M	Sell	35,426 -566	-2%	-$43.7K	0.21%	76
2021 Q2	$2.66M	Sell	35,992 -3,518	-9%	-$246K	0.21%	79
2021 Q1	$2.62M	Sell	39,510 -9,932	-20%	-$656K	0.22%	74
2020 Q4	$3.21M	Sell	49,442 -15,332	-24%	-$934K	0.31%	55
2020 Q3	$3.78M	Sell	64,774 -2,406	-4%	-$136K	0.4%	43
2020 Q2	$3.51M	Sell	67,180 -5,468	-8%	-$257K	0.37%	47
2020 Q1	$2.92M	Sell	72,648 -30,812	-30%	-$1.41M	0.31%	78
2019 Q4	$4.74M	Sell	103,460 -1,160	-1%	-$49.7K	0.42%	72
2019 Q3	$4.21M	Sell	104,620 -180	-0.2%	-$7.2K	0.41%	72
2019 Q2	$4.09M	Sell	104,800 -344	-0.3%	-$13.1K	0.41%	69
2019 Q1	$3.89M	Buy	105,144 +3,058	+3%	+$105K	0.39%	69
2018 Q4	$3.16M	Sell	102,086 -1,632	-2%	-$55.2K	0.36%	68
2018 Q3	$3.91M	Sell	103,718 -26,384	-20%	-$968K	0.4%	69
2018 Q2	$4.52M	Sell	130,102 -1,456	-1%	-$50K	0.48%	65
2018 Q1	$4.3M	Sell	131,558 -23,682	-15%	-$795K	0.48%	64
2017 Q4	$4.96M	Buy	+155,240	New	+$4.87M	0.57%	62

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

6 Meridian's XLK Position: Q4 2021 in Review

6 Meridian reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q4 2021, selling an estimated $127K and leaving 33,886 shares worth $2.95M. The position accounts for 0.22% of the portfolio, ranked #71.

6 Meridian first reported a position in XLK in Q4 2017 and has held it in 17 quarters since. The position peaked at $4.96M in Q4 2017. 1,627 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

6 Meridian held 33,886 shares of State Street Technology Select Sector SPDR ETF worth $2.95M as of Q4 2021.
6 Meridian sold 1,540 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $127K.
State Street Technology Select Sector SPDR ETF made up 0.22% of 6 Meridian's portfolio in Q4 2021, its #71 holding.
6 Meridian first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 17 quarters since.
6 Meridian's State Street Technology Select Sector SPDR ETF position peaked at $4.96M in Q4 2017.
1,627 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.