Claraphi Advisory Network’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Claraphi Advisory Network’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	-4,274	Closed	-$372K	–	346
2021 Q4	$372K	Buy	+4,274	New	+$352K	0.13%	180
2020 Q4	–	Sell	-4,606	Closed	-$269K	–	312
2020 Q3	$269K	Sell	4,606 -730	-14%	-$41.2K	0.1%	183
2020 Q2	$279K	Buy	5,336 +1,226	+30%	+$57.7K	0.12%	173
2020 Q1	$165K	Buy	+4,110	New	+$188K	0.08%	229
2019 Q4	–	Sell	-8,472	Closed	-$341K	–	408
2019 Q3	$341K	Buy	8,472 +458	+6%	+$18.3K	0.21%	115
2019 Q2	$313K	Sell	8,014 -372	-4%	-$14.2K	0.18%	141
2019 Q1	$310K	Buy	8,386 +752	+10%	+$25.7K	0.19%	141
2018 Q4	$237K	Buy	+7,634	New	+$258K	0.18%	150
2018 Q2	–	Sell	-6,862	Closed	-$224K	–	290
2018 Q1	$224K	Buy	+6,862	New	+$230K	0.16%	209

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

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

Claraphi Advisory Network's XLK Position: Q1 2022 in Review

Claraphi Advisory Network sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 4,274 shares — an estimated $372K sold.

Claraphi Advisory Network first reported a position in XLK in Q1 2018 and held it in 9 quarters. The position peaked at $372K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

Claraphi Advisory Network reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Claraphi Advisory Network sold 4,274 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $372K.
Claraphi Advisory Network first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and held it in 9 quarters.
Claraphi Advisory Network's State Street Technology Select Sector SPDR ETF position peaked at $372K in Q4 2021.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Claraphi Advisory Network's 13F filing for Q1 2022, filed 12 May 2022.