Advocacy Wealth Management Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-696	Closed	-$44K	–	143
2022 Q3	$44K	Hold	696	–	–	0.01%	49
2022 Q2	$44K	Hold	696	–	–	0.01%	52
2022 Q1	$55K	Sell	696 -8	-1%	-$628	0.01%	48
2021 Q4	$61K	Buy	704 +22	+3%	+$1.81K	0.01%	52
2021 Q3	$51K	Hold	682	–	–	0.01%	55
2021 Q2	$50K	Hold	682	–	–	0.01%	65
2021 Q1	$46K	Hold	682	–	–	0.01%	61
2020 Q4	$44K	Hold	682	–	–	0.01%	59
2020 Q3	$40K	Hold	682	–	–	0.01%	62
2020 Q2	$36K	Hold	682	–	–	0.01%	62
2020 Q1	$26K	Hold	682	–	–	0.01%	60
2019 Q4	$31K	Sell	682 -34	-5%	-$1.46K	0.01%	71
2019 Q3	$29K	Hold	716	–	–	0.02%	73
2019 Q2	$28K	Hold	716	–	–	0.02%	76
2019 Q1	$27K	Hold	716	–	–	0.03%	65
2018 Q4	$22K	Buy	+716	New	+$24.2K	0.02%	81
2017 Q1	–	Sell	-40	Closed	-$1K	–	353
2016 Q4	$1K	Buy	+40	New	+$955	﹤0.01%	303
2013 Q3	–	Sell	-44	Closed	-$1K	–	314
2013 Q2	$1K	Buy	+44	New	+$681	﹤0.01%	247

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Advocacy Wealth Management Services's XLK Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 696 shares — an estimated $44K sold.

Advocacy Wealth Management Services first reported a position in XLK in Q2 2013 and held it in 18 quarters. The position peaked at $61K in Q4 2021. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Advocacy Wealth Management Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 696 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $44K.
Advocacy Wealth Management Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and held it in 18 quarters.
Advocacy Wealth Management Services's State Street Technology Select Sector SPDR ETF position peaked at $61K in Q4 2021.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.