Asset Planning Services (Pennsylvania)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Asset Planning Services (Pennsylvania)’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	$493K	Buy	5,676 +162	+3%	+$13.3K	0.23%	54
2021 Q3	$412K	Buy	5,514 +10	+0.2%	+$772	0.2%	58
2021 Q2	$406K	Buy	5,504 +10	+0.2%	+$700	0.2%	55
2021 Q1	$365K	Buy	5,494 +10	+0.2%	+$660	0.17%	62
2020 Q4	$356K	Buy	5,484 +14	+0.3%	+$853	0.17%	59
2020 Q3	$319K	Sell	5,470 -1,588	-22%	-$89.7K	0.14%	64
2020 Q2	$369K	Buy	7,058 +18	+0.3%	+$847	0.16%	61
2020 Q1	$283K	Buy	7,040 +34	+0.5%	+$1.55K	0.14%	63
2019 Q4	$354K	Buy	7,006 +22	+0.3%	+$942	0.15%	64
2019 Q3	$281K	Buy	6,984 +22	+0.3%	+$880	0.12%	66
2019 Q2	$272K	Buy	6,962 +24	+0.3%	+$915	0.12%	66
2019 Q1	$257K	Buy	6,938 +22	+0.3%	+$753	0.12%	66
2018 Q4	$214K	Buy	6,916 +32	+0.5%	+$1.08K	0.11%	67
2018 Q3	$245K	Sell	6,884 -1,278	-16%	-$46.9K	0.12%	63
2018 Q2	$283K	Buy	8,162 +30	+0.4%	+$1.03K	0.14%	57
2018 Q1	$266K	Buy	8,132 +26	+0.3%	+$873	0.14%	60
2017 Q4	$259K	Buy	8,106 +30	+0.4%	+$941	0.13%	59
2017 Q3	$239K	Buy	8,076 +28	+0.3%	+$807	0.13%	60
2017 Q2	$220K	Buy	8,048 +32	+0.4%	+$881	0.14%	65
2017 Q1	$214K	Buy	8,016 +32	+0.4%	+$825	0.14%	63
2016 Q4	$193K	Buy	7,984 +34	+0.4%	+$811	0.15%	61
2016 Q3	$190K	Buy	7,950 +34	+0.4%	+$790	0.16%	64
2016 Q2	$172K	Buy	7,916 +38	+0.5%	+$824	0.15%	69
2016 Q1	$175K	Buy	7,878 +40	+0.5%	+$827	0.16%	70
2015 Q4	$168K	Buy	7,838 +38	+0.5%	+$818	0.16%	56
2015 Q3	$154K	Hold	7,800	–	–	0.16%	56
2015 Q2	$161K	Buy	+7,800	New	+$166K	0.16%	57

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 $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s XLK Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.9% in Q4 2021, buying an estimated $13.3K and bringing the position to 5,676 shares worth $493K. The position accounts for 0.23% of the portfolio, ranked #54.

Asset Planning Services (Pennsylvania) first reported a position in XLK in Q2 2015 and has held it in 27 quarters since. 1,628 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

Asset Planning Services (Pennsylvania) held 5,676 shares of State Street Technology Select Sector SPDR ETF worth $493K as of Q4 2021.
Asset Planning Services (Pennsylvania) bought 162 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $13.3K.
State Street Technology Select Sector SPDR ETF made up 0.23% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #54 holding.
Asset Planning Services (Pennsylvania) first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2015 and has held it in 27 quarters since.
1,628 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.