Cetera Advisor Networks’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$94.9M	Buy	911,564 +19,122	+2%	+$1.93M	0.47%	31
2023 Q4	$85.9M	Buy	892,442 +272,570	+44%	+$24.3M	0.48%	30
2023 Q3	$50.8M	Sell	619,872 -216,470	-26%	-$18.6M	0.32%	66
2023 Q2	$72.7M	Buy	836,342 +25,268	+3%	+$1.99M	0.5%	29
2023 Q1	$61.2M	Buy	811,074 +281,562	+53%	+$19.4M	0.45%	36
2022 Q4	$32.9M	Buy	529,512 +112,878	+27%	+$7.17M	0.27%	78
2022 Q3	$24.7M	Sell	416,634 -2,228	-0.5%	-$152K	0.31%	67
2022 Q2	$26.6M	Sell	418,862 -199,110	-32%	-$13.9M	0.34%	58
2022 Q1	$49.1M	Sell	617,972 -1,148	-0.2%	-$90.1K	0.6%	17
2021 Q4	$53.8M	Buy	619,120 +330,454	+114%	+$27.2M	0.66%	16
2021 Q3	$21.6M	Buy	288,666 +18,970	+7%	+$1.46M	0.29%	68
2021 Q2	$19.9M	Sell	269,696 -220,076	-45%	-$15.4M	0.28%	71
2021 Q1	$32.5M	Sell	489,772 -11,608	-2%	-$766K	0.69%	20
2020 Q4	$32.6M	Buy	501,380 +63,472	+14%	+$3.87M	0.75%	18
2020 Q3	$25.6M	Sell	437,908 -8,876	-2%	-$502K	0.66%	24
2020 Q2	$23.3M	Buy	446,784 +65,050	+17%	+$3.06M	0.62%	27
2020 Q1	$15.3M	Buy	381,734 +50,596	+15%	+$2.31M	0.51%	45
2019 Q4	$15.2M	Buy	331,138 +33,836	+11%	+$1.45M	0.41%	51
2019 Q3	$12M	Sell	297,302 -198	-0.1%	-$7.92K	0.36%	59
2019 Q2	$11.6M	Buy	297,500 +2,802	+1%	+$107K	0.36%	61
2019 Q1	$10.9M	Buy	294,698 +5,576	+2%	+$191K	0.35%	60
2018 Q4	$8.96M	Sell	289,122 -3,790	-1%	-$128K	0.35%	60
2018 Q3	$11M	Buy	292,912 +20,342	+7%	+$746K	0.38%	50
2018 Q2	$9.47M	Buy	272,570 +57,568	+27%	+$1.97M	0.47%	41
2018 Q1	$7.04M	Buy	215,002 +49,672	+30%	+$1.67M	0.31%	69
2017 Q4	$5.29M	Buy	165,330 +2,512	+2%	+$78.8K	0.22%	104
2017 Q3	$4.81M	Buy	162,818 +3,332	+2%	+$96K	0.22%	102
2017 Q2	$4.35M	Sell	159,486 -1,852	-1%	-$51K	0.21%	106
2017 Q1	$4.29M	Buy	161,338 +10,666	+7%	+$275K	0.2%	107
2016 Q4	$3.65M	Sell	150,672 -16,726	-10%	-$399K	0.19%	112
2016 Q3	$4M	Buy	167,398 +39,964	+31%	+$929K	0.15%	144
2016 Q2	$2.77M	Buy	127,434 +5,918	+5%	+$128K	0.16%	135
2016 Q1	$2.69M	Sell	121,516 -4,284	-3%	-$88.5K	0.17%	136
2015 Q4	$2.69M	Sell	125,800 -15,560	-11%	-$335K	0.17%	135
2015 Q3	$2.8M	Sell	141,360 -8,082	-5%	-$166K	0.19%	118
2015 Q2	$3.09M	Hold	149,442	–	–	0.2%	113
2015 Q1	$3.09M	Buy	149,442 +13,306	+10%	+$277K	0.2%	112
2014 Q4	$2.81M	Buy	136,136 +856	+0.6%	+$17.4K	0.2%	117
2014 Q3	$2.71M	Sell	135,280 -7,838	-5%	-$155K	0.18%	118
2014 Q2	$2.75M	Buy	143,118 +13,902	+11%	+$257K	0.18%	131
2014 Q1	$2.35M	Sell	129,216 -2,968	-2%	-$53K	0.17%	139
2013 Q4	$2.37M	Buy	132,184 +22,190	+20%	+$376K	0.18%	126
2013 Q3	$1.76M	Sell	109,994 -16,544	-13%	-$264K	0.15%	139
2013 Q2	$1.93M	Buy	+126,538	New	+$1.96M	0.19%	116

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Cetera Advisor Networks's XLK Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.1% in Q1 2024, buying an estimated $1.93M and bringing the position to 911,564 shares worth $94.9M. The position accounts for 0.47% of the portfolio, ranked #31.

Cetera Advisor Networks first reported a position in XLK in Q2 2013 and has held it in 44 quarters since. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Cetera Advisor Networks held 911,564 shares of State Street Technology Select Sector SPDR ETF worth $94.9M as of Q1 2024.
Cetera Advisor Networks bought 19,122 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $1.93M.
State Street Technology Select Sector SPDR ETF made up 0.47% of Cetera Advisor Networks's portfolio in Q1 2024, its #31 holding.
Cetera Advisor Networks first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 44 quarters since.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.