Alterity Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alterity Financial Group’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	$208K	Buy	+2,396	New	+$197K	0.22%	88

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

Alterity Financial Group's XLK Position: Q4 2021 in Review

Alterity Financial Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2021: 2,396 shares worth $208K. The stake represents 0.22% of the portfolio and ranks #88 among its holdings.

1,628 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

Alterity Financial Group held 2,396 shares of State Street Technology Select Sector SPDR ETF worth $208K as of Q4 2021.
State Street Technology Select Sector SPDR ETF was a new Alterity Financial Group position in Q4 2021.
State Street Technology Select Sector SPDR ETF made up 0.22% of Alterity Financial Group's portfolio in Q4 2021, its #88 holding.
1,628 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on Alterity Financial Group's 13F filing for Q4 2021, filed 14 Feb 2022.