Atlas Private Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-732	Closed	-$49K	–	391
2021 Q1	$49K	Hold	732	–	–	0.03%	187
2020 Q4	$48K	Hold	732	–	–	0.03%	193
2020 Q3	$43K	Hold	732	–	–	0.03%	196
2020 Q2	$38K	Hold	732	–	–	0.03%	215
2020 Q1	$29K	Hold	732	–	–	0.03%	217
2019 Q4	$34K	Buy	+732	New	+$31.3K	0.03%	231

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Atlas Private Wealth Management's XLK Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2021, closing a stake of 732 shares — an estimated $49K sold.

Atlas Private Wealth Management first reported a position in XLK in Q4 2019 and held it in 6 quarters. The position peaked at $49K in Q1 2021. 1,380 funds tracked by Wall St. Rank hold XLK as of Q2 2021.

Atlas Private Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 732 State Street Technology Select Sector SPDR ETF shares in Q2 2021, an estimated $49K.
Atlas Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $49K in Q1 2021.
1,380 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.