Baltimore-Washington Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Baltimore-Washington Financial Advisors’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 Q4	–	Sell	-1,084	Closed	-$302K	–	153
2022 Q3	$302K	Buy	+1,084	New	+$74K	0.03%	120
2022 Q2	–	Sell	-244	Closed	-$234K	–	159
2022 Q1	$234K	Buy	+244	New	+$19.2K	0.02%	139

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors's XLK Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 1,084 shares — an estimated $302K sold.

Baltimore-Washington Financial Advisors first reported a position in XLK in Q1 2022 and held it in 2 quarters. The position peaked at $302K in Q3 2022. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Baltimore-Washington Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 1,084 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $302K.
Baltimore-Washington Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
Baltimore-Washington Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $302K in Q3 2022.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.