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Alpha Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alpha Financial Advisors’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
2023
Q1 		– Sell
-7,266
Closed -$452K – 50
2022
Q4 		$452K Buy
+7,266
New +$461K 0.39% 21

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alpha Financial Advisors's XLK Position: Q1 2023 in Review

Alpha Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, closing a stake of 7,266 shares — an estimated $452K sold.

Alpha Financial Advisors first reported a position in XLK in Q4 2022 and held it in 1 quarter. The position peaked at $452K in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

  • Alpha Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Alpha Financial Advisors sold 7,266 State Street Technology Select Sector SPDR ETF shares in Q1 2023, an estimated $452K.
  • Alpha Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Alpha Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $452K in Q4 2022.
  • 1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Alpha Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.