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

AMJ Financial 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
2022 Q3	–	Sell	-3,618	Closed	-$230K	–	63
2022 Q2	$230K	Sell	3,618 -9,514	-72%	-$663K	0.19%	48
2022 Q1	$1.04M	Sell	13,132 -106	-0.8%	-$8.32K	0.42%	43
2021 Q4	$1.15M	Buy	13,238 +104	+0.8%	+$8.56K	0.42%	43
2021 Q3	$981K	Sell	13,134 -76	-0.6%	-$5.86K	0.4%	47
2021 Q2	$975K	Sell	13,210 -2,422	-15%	-$170K	0.42%	47
2021 Q1	$1.04M	Sell	15,632 -3,610	-19%	-$238K	0.5%	44
2020 Q4	$1.25M	Sell	19,242 -122	-0.6%	-$7.43K	0.64%	40
2020 Q3	$1.13M	Sell	19,364 -18,970	-49%	-$1.07M	0.67%	38
2020 Q2	$2M	Buy	38,334 +29,650	+341%	+$1.39M	1.36%	33
2020 Q1	$349K	Sell	8,684 -25,852	-75%	-$1.18M	0.61%	23
2019 Q4	$1.58M	Buy	+34,536	New	+$1.48M	1.11%	33

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

AMJ Financial Wealth Management's XLK Position: Q3 2022 in Review

AMJ Financial Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2022, closing a stake of 3,618 shares — an estimated $230K sold.

AMJ Financial Wealth Management first reported a position in XLK in Q4 2019 and held it in 11 quarters. The position peaked at $2M in Q2 2020. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

AMJ Financial Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
AMJ Financial Wealth Management sold 3,618 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $230K.
AMJ Financial Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
AMJ Financial Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2M in Q2 2020.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.