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

Advisor 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
2022 Q2	$598K	Sell	9,404 -760	-7%	-$52.9K	0.04%	429
2022 Q1	$808K	Buy	10,164 +2,428	+31%	+$191K	0.05%	364
2021 Q4	$673K	Sell	7,736 -338	-4%	-$27.8K	0.04%	426
2021 Q3	$603K	Buy	8,074 +770	+11%	+$59.4K	0.04%	431
2021 Q2	$539K	Buy	7,304 +1,130	+18%	+$79.2K	0.04%	478
2021 Q1	$410K	Sell	6,174 -2,400	-28%	-$158K	0.03%	533
2020 Q4	$558K	Buy	8,574 +2,004	+31%	+$122K	0.04%	427
2020 Q3	$382K	Buy	6,570 +192	+3%	+$10.8K	0.03%	469
2020 Q2	$333K	Buy	6,378 +1,340	+27%	+$63K	0.03%	491
2020 Q1	$202K	Buy	+5,038	New	+$230K	0.02%	548

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

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

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

Advisor Partners's XLK Position: Q2 2022 in Review

Advisor Partners reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.5% in Q2 2022, selling an estimated $52.9K and leaving 9,404 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #429.

Advisor Partners first reported a position in XLK in Q1 2020 and has held it in 10 quarters since. The position peaked at $808K in Q1 2022. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Advisor Partners held 9,404 shares of State Street Technology Select Sector SPDR ETF worth $598K as of Q2 2022.
Advisor Partners sold 760 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $52.9K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Advisor Partners's portfolio in Q2 2022, its #429 holding.
Advisor Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 10 quarters since.
Advisor Partners's State Street Technology Select Sector SPDR ETF position peaked at $808K in Q1 2022.
1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.