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

Altavista Wealth Management’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	$496K	Hold	5,700	–	–	0.1%	123
2021 Q3	$426K	Buy	5,700 +8	+0.1%	+$617	0.09%	126
2021 Q2	$420K	Buy	5,692 +292	+5%	+$20.5K	0.09%	131
2021 Q1	$359K	Hold	5,400	–	–	0.09%	131
2020 Q4	$351K	Hold	5,400	–	–	0.09%	133
2020 Q3	$315K	Hold	5,400	–	–	0.09%	134
2020 Q2	$282K	Hold	5,400	–	–	0.08%	137
2020 Q1	$217K	Buy	5,400 +1,000	+23%	+$45.6K	0.07%	147
2019 Q4	$202K	Buy	+4,400	New	+$188K	0.06%	169

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 $83.7B AUM 27.22% 1-Year Est. Return

Altavista Wealth Management's XLK Position: Q4 2021 in Review

Altavista Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2021 at 5,700 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #123.

Altavista Wealth Management first reported a position in XLK in Q4 2019 and has held it in 9 quarters since. 1,628 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

Altavista Wealth Management held 5,700 shares of State Street Technology Select Sector SPDR ETF worth $496K as of Q4 2021.
Altavista Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2021.
State Street Technology Select Sector SPDR ETF made up 0.1% of Altavista Wealth Management's portfolio in Q4 2021, its #123 holding.
Altavista Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 9 quarters since.
1,628 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.