Bel Air Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$5.54M Buy
74,982
+1,370
+2% +$96K 0.17% 73
2021
Q1
$4.89M Buy
+73,612
New +$4.86M 0.15% 85
2013
Q3
$200K Buy
+12,510
New +$199K 0.03% 108

Other funds holding XLK

Bel Air Investment Advisors's XLK Position: Q2 2021 in Review

Bel Air Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.9% in Q2 2021, buying an estimated $96K and bringing the position to 74,982 shares worth $5.54M. The position accounts for 0.17% of the portfolio, ranked #73.

Bel Air Investment Advisors first reported a position in XLK in Q3 2013 and has held it in 3 quarters since. 1,380 funds tracked by Wall St. Rank hold XLK as of Q2 2021.

  • Bel Air Investment Advisors held 74,982 shares of State Street Technology Select Sector SPDR ETF worth $5.54M as of Q2 2021.
  • Bel Air Investment Advisors bought 1,370 State Street Technology Select Sector SPDR ETF shares in Q2 2021, an estimated $96K.
  • State Street Technology Select Sector SPDR ETF made up 0.17% of Bel Air Investment Advisors's portfolio in Q2 2021, its #73 holding.
  • Bel Air Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and has held it in 3 quarters since.
  • 1,380 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.