Clear Perspective Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clear Perspective 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
2021 Q4	$309K	Hold	3,560	–	–	0.09%	136
2021 Q3	$266K	Hold	3,560	–	–	0.09%	135
2021 Q2	$263K	Sell	3,560 -326	-8%	-$22.8K	0.09%	138
2021 Q1	$258K	Hold	3,886	–	–	0.1%	133
2020 Q4	$253K	Hold	3,886	–	–	0.1%	127
2020 Q3	$645	Sell	3,886 -60	-2%	-$3.39K	0.3%	61
2020 Q2	$206K	Buy	+3,946	New	+$186K	0.11%	118
2018 Q3	–	Sell	-5,026	Closed	-$175K	–	450
2018 Q2	$175K	Sell	5,026 -550	-10%	-$18.9K	0.12%	144
2018 Q1	$182K	Buy	5,576 +570	+11%	+$19.1K	0.14%	138
2017 Q4	$160K	Sell	5,006 -620	-11%	-$19.4K	0.12%	155
2017 Q3	$166K	Sell	5,626 -380	-6%	-$10.9K	0.14%	140
2017 Q2	$164K	Hold	6,006	–	–	0.14%	134
2017 Q1	$160K	Sell	6,006 -200	-3%	-$5.16K	0.11%	132
2016 Q4	$150K	Buy	+6,206	New	+$148K	0.1%	138

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

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 $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

Clear Perspective Advisors's XLK Position: Q4 2021 in Review

Clear Perspective Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2021 at 3,560 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #136.

Clear Perspective Advisors first reported a position in XLK in Q4 2016 and has held it in 14 quarters since. 1,628 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

Clear Perspective Advisors held 3,560 shares of State Street Technology Select Sector SPDR ETF worth $309K as of Q4 2021.
Clear Perspective Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2021.
State Street Technology Select Sector SPDR ETF made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #136 holding.
Clear Perspective Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and has held it in 14 quarters since.
1,628 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.