Artemis Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-30
Closed -$2.05K 87
2021
Q1
$2.05K Sell
30
-13,814
-100% -$912K ﹤0.01% 74
2020
Q4
$900K Buy
13,844
+32
+0.2% +$1.95K 0.14% 20
2020
Q3
$806K Buy
13,812
+30
+0.2% +$1.7K 0.2% 18
2020
Q2
$720K Hold
13,782
0.25% 9
2020
Q1
$554K Buy
+13,782
New +$629K 0.24% 9

Other funds holding XLK

Artemis Wealth Advisors's XLK Position: Q2 2021 in Review

Artemis Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2021, closing a stake of 30 shares — an estimated $2.05K sold.

Artemis Wealth Advisors first reported a position in XLK in Q1 2020 and held it in 5 quarters. The position peaked at $900K in Q4 2020. 1,380 funds tracked by Wall St. Rank hold XLK as of Q2 2021.

  • Artemis Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Artemis Wealth Advisors sold 30 State Street Technology Select Sector SPDR ETF shares in Q2 2021, an estimated $2.05K.
  • Artemis Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
  • Artemis Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $900K in Q4 2020.
  • 1,380 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2021.

Based on Artemis Wealth Advisors's 13F filing for Q2 2021, filed 17 Feb 2023.