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Barber Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Barber Financial Group’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
Q2 		– Sell
-2,544
Closed -$202K – 184
2022
Q1 		$202K Buy
2,544
+46
+2% +$3.61K 0.03% 147
2021
Q4 		$217K Buy
+2,498
New +$206K 0.03% 153

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barber Financial Group's XLK Position: Q2 2022 in Review

Barber Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2022, closing a stake of 2,544 shares — an estimated $202K sold.

Barber Financial Group first reported a position in XLK in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

  • Barber Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Barber Financial Group sold 2,544 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $202K.
  • Barber Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Barber Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $217K in Q4 2021.
  • 1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Barber Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.