Cedar Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cedar Capital’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 Q3	$431K	Sell	5,772 -1,526	-21%	-$118K	0.79%	41
2021 Q2	$539K	Buy	7,298 +122	+2%	+$8.55K	0.93%	31
2021 Q1	$477K	Sell	7,176 -810	-10%	-$53.5K	0.84%	32
2020 Q4	$519K	Sell	7,986 -1,192	-13%	-$72.6K	0.95%	25
2020 Q3	$536K	Sell	9,178 -15,034	-62%	-$849K	0.18%	122
2020 Q2	$1.26M	Buy	+24,212	New	+$1.14M	0.49%	71
2018 Q1	–	Sell	-6,848	Closed	-$219K	–	166
2017 Q4	$219K	Buy	+6,848	New	+$215K	0.11%	121

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cedar Capital's XLK Position: Q3 2021 in Review

Cedar Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q3 2021, selling an estimated $118K and leaving 5,772 shares worth $431K. The position accounts for 0.79% of the portfolio, ranked #41.

Cedar Capital first reported a position in XLK in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.26M in Q2 2020. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Cedar Capital held 5,772 shares of State Street Technology Select Sector SPDR ETF worth $431K as of Q3 2021.
Cedar Capital sold 1,526 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $118K.
State Street Technology Select Sector SPDR ETF made up 0.79% of Cedar Capital's portfolio in Q3 2021, its #41 holding.
Cedar Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 7 quarters since.
Cedar Capital's State Street Technology Select Sector SPDR ETF position peaked at $1.26M in Q2 2020.
1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.