Capital Directions Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Capital Directions Investment Advisors’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 Q3	–	Sell	-70	Closed	-$4K	–	252
2022 Q2	$4K	Hold	70	–	–	﹤0.01%	239
2022 Q1	$6K	Buy	+70	New	+$5.5K	﹤0.01%	246
2021 Q3	–	Sell	-352	Closed	-$26K	–	274
2021 Q2	$26K	Buy	+352	New	+$24.7K	0.01%	158

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Capital Directions Investment Advisors's XLK Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2022, closing a stake of 70 shares — an estimated $4K sold.

Capital Directions Investment Advisors first reported a position in XLK in Q2 2021 and held it in 3 quarters. The position peaked at $26K in Q2 2021. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

Capital Directions Investment Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Capital Directions Investment Advisors sold 70 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $4K.
Capital Directions Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and held it in 3 quarters.
Capital Directions Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $26K in Q2 2021.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.