Bruderman Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bruderman Asset 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 Q1	–	Sell	-7,622	Closed	-$662K	–	101
2021 Q4	$662K	Sell	7,622 -17,820	-70%	-$1.47M	0.51%	55
2021 Q3	$1.9M	Buy	+25,442	New	+$1.96M	0.48%	64
2021 Q2	–	Sell	-23,724	Closed	-$1.57M	–	118
2021 Q1	$1.57M	Sell	23,724 -526	-2%	-$34.7K	0.44%	66
2020 Q4	$1.58M	Buy	+24,250	New	+$1.48M	0.46%	64
2019 Q2	–	Sell	-616	Closed	-$23K	–	586
2019 Q1	$23K	Sell	616 -162,744	-100%	-$5.57M	0.01%	358
2018 Q4	$5.06M	Buy	163,360 +11,624	+8%	+$393K	1.31%	29
2018 Q3	$5.71M	Buy	151,736 +19,756	+15%	+$725K	1.31%	26
2018 Q2	$4.58M	Buy	131,980 +14,190	+12%	+$487K	1.12%	33
2018 Q1	$3.85M	Buy	117,790 +11,164	+10%	+$375K	0.92%	37
2017 Q4	$3.41M	Buy	106,626 +10,170	+11%	+$319K	0.87%	37
2017 Q3	$2.85M	Buy	96,456 +14,712	+18%	+$424K	0.74%	40
2017 Q2	$2.24M	Buy	81,744 +10,108	+14%	+$278K	0.6%	45
2017 Q1	$1.91M	Buy	71,636 +4,506	+7%	+$116K	0.55%	45
2016 Q4	$1.62M	Buy	67,130 +66,020	+5,948%	+$1.58M	0.49%	49
2016 Q3	$27K	Hold	1,110	–	–	0.01%	265
2016 Q2	$24K	Hold	1,110	–	–	0.01%	255
2016 Q1	$25K	Sell	1,110 -22,444	-95%	-$464K	0.01%	251
2015 Q4	$504K	Buy	23,554 +22,444	+2,022%	+$483K	0.19%	74
2015 Q3	$22K	Sell	1,110 -140	-11%	-$2.88K	0.01%	272
2015 Q2	$26K	Hold	1,250	–	–	0.01%	278
2015 Q1	$26K	Buy	+1,250	New	+$26K	0.01%	273

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Bruderman Asset Management's XLK Position: Q1 2022 in Review

Bruderman Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 7,622 shares — an estimated $662K sold.

Bruderman Asset Management first reported a position in XLK in Q1 2015 and held it in 21 quarters. The position peaked at $5.71M in Q3 2018. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

Bruderman Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 7,622 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $662K.
Bruderman Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and held it in 21 quarters.
Bruderman Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $5.71M in Q3 2018.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.