BWP
XLK icon

Bernardo Wealth Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-43,160
Closed -$2.81M – 166
2020
Q4 		$2.81M Buy
43,160
+5,904
+16% +$360K 1.08% 17
2020
Q3 		$2.17M Buy
37,256
+3,962
+12% +$224K 0.98% 21
2020
Q2 		$1.74M Buy
33,294
+4,412
+15% +$208K 0.93% 21
2020
Q1 		$1.16M Buy
28,882
+13,290
+85% +$607K 0.81% 34
2019
Q4 		$714K Sell
15,592
-174
-1% -$7.45K 0.43% 52
2019
Q3 		$634K Sell
15,766
-648
-4% -$25.9K 0.46% 49
2019
Q2 		$640K Buy
16,414
+198
+1% +$7.55K 0.5% 49
2019
Q1 		$600K Buy
16,216
+3,150
+24% +$108K 0.48% 52
2018
Q4 		$405K Buy
+13,066
New +$442K 0.36% 71

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return