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

Aspire 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
2023
Q1 		– Sell
-274
Closed -$17.1K – 202
2022
Q4 		$17.1K Hold
274
– – 0.01% 145
2022
Q3 		$16K Buy
274
+268
+4,467% +$18.3K 0.02% 137
2022
Q2 		$0 Hold
6
– – ﹤0.01% 184
2022
Q1 		$0 Hold
6
– – ﹤0.01% 185
2021
Q4 		$1K Buy
+6
New +$494 ﹤0.01% 170

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Aspire Wealth Management's XLK Position: Q1 2023 in Review

Aspire Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, closing a stake of 274 shares — an estimated $17.1K sold.

Aspire Wealth Management first reported a position in XLK in Q4 2021 and held it in 5 quarters. The position peaked at $17.1K in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

  • Aspire Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 274 State Street Technology Select Sector SPDR ETF shares in Q1 2023, an estimated $17.1K.
  • Aspire Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
  • Aspire Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $17.1K in Q4 2022.
  • 1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.