American Portfolios Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

American Portfolios 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
2022 Q3	$3.19M	Buy	53,708 +616	+1%	+$42K	0.14%	159
2022 Q2	$3.37M	Sell	53,092 -4,574	-8%	-$319K	0.14%	154
2022 Q1	$4.58M	Sell	57,666 -6,296	-10%	-$494K	0.16%	125
2021 Q4	$5.56M	Sell	63,962 -2,006	-3%	-$165K	0.19%	106
2021 Q3	$4.93M	Buy	65,968 +2,828	+4%	+$218K	0.18%	100
2021 Q2	$4.66M	Buy	63,140 +8,488	+16%	+$595K	0.18%	107
2021 Q1	$3.63M	Sell	54,652 -790	-1%	-$52.1K	0.16%	122
2020 Q4	$3.6M	Sell	55,442 -4,122	-7%	-$251K	0.18%	106
2020 Q3	$3.48M	Buy	59,564 +2,070	+4%	+$117K	0.2%	101
2020 Q2	$3M	Sell	57,494 -65,386	-53%	-$3.08M	0.2%	105
2020 Q1	$4.94M	Buy	122,880 +69,570	+131%	+$3.18M	0.41%	46
2019 Q4	$2.44M	Sell	53,310 -33,164	-38%	-$1.42M	0.17%	128
2019 Q3	$3.48M	Buy	86,474 +5,660	+7%	+$226K	0.29%	73
2019 Q2	$3.15M	Buy	80,814 +28,658	+55%	+$1.09M	0.27%	88
2019 Q1	$1.93M	Buy	52,156 +24,044	+86%	+$823K	0.18%	120
2018 Q4	$871K	Sell	28,112 -2,924	-9%	-$98.9K	0.11%	190
2018 Q3	$1.17M	Buy	31,036 +3,638	+13%	+$133K	0.13%	155
2018 Q2	$952K	Sell	27,398 -850	-3%	-$29.2K	0.13%	160
2018 Q1	$924K	Buy	28,248 +4,684	+20%	+$157K	0.14%	157
2017 Q4	$753K	Buy	+23,564	New	+$739K	0.12%	183

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

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

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

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

RJA

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

American Portfolios Advisors's XLK Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.2% in Q3 2022, buying an estimated $42K and bringing the position to 53,708 shares worth $3.19M. The position accounts for 0.14% of the portfolio, ranked #159.

American Portfolios Advisors first reported a position in XLK in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.56M in Q4 2021. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

American Portfolios Advisors held 53,708 shares of State Street Technology Select Sector SPDR ETF worth $3.19M as of Q3 2022.
American Portfolios Advisors bought 616 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $42K.
State Street Technology Select Sector SPDR ETF made up 0.14% of American Portfolios Advisors's portfolio in Q3 2022, its #159 holding.
American Portfolios Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street Technology Select Sector SPDR ETF position peaked at $5.56M in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.