Brewin Dolphin Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Brewin Dolphin 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
2022 Q2	$31K	Hold	484	–	–	﹤0.01%	222
2022 Q1	$38K	Hold	484	–	–	﹤0.01%	211
2021 Q4	$42K	Hold	484	–	–	﹤0.01%	209
2021 Q3	$36.1K	Hold	484	–	–	﹤0.01%	222
2021 Q2	$35.7K	Hold	484	–	–	﹤0.01%	225
2021 Q1	$32.1K	Hold	484	–	–	﹤0.01%	220
2020 Q4	$31.5K	Hold	484	–	–	0.01%	199
2020 Q3	$28.2K	Buy	+484	New	+$27.3K	0.01%	197

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brewin Dolphin Wealth Management's XLK Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2022 at 484 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Brewin Dolphin Wealth Management first reported a position in XLK in Q3 2020 and has held it in 8 quarters since. The position peaked at $42K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Brewin Dolphin Wealth Management held 484 shares of State Street Technology Select Sector SPDR ETF worth $31K as of Q2 2022.
Brewin Dolphin Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #222 holding.
Brewin Dolphin Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 8 quarters since.
Brewin Dolphin Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $42K 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 Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.