Clearview Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-200	Closed	-$17.4K	–	657
2023 Q2	$17.4K	Hold	200	–	–	0.02%	296
2023 Q1	$15.1K	Hold	200	–	–	0.02%	311
2022 Q4	$12.4K	Hold	200	–	–	0.01%	300
2022 Q3	$12K	Hold	200	–	–	0.01%	321
2022 Q2	$13K	Hold	200	–	–	0.01%	333
2022 Q1	$16K	Hold	200	–	–	0.01%	327
2021 Q4	$17K	Hold	200	–	–	0.01%	353
2021 Q3	$15K	Hold	200	–	–	0.01%	373
2021 Q2	$15K	Hold	200	–	–	0.01%	373
2021 Q1	$13K	Hold	200	–	–	0.01%	379
2020 Q4	$13K	Buy	+200	New	+$12.2K	0.01%	348

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

RJA

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

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

Clearview Wealth Advisors's XLK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2023, closing a stake of 200 shares — an estimated $17.4K sold.

Clearview Wealth Advisors first reported a position in XLK in Q4 2020 and held it in 11 quarters. The position peaked at $17.4K in Q2 2023. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 200 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $17.4K.
Clearview Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $17.4K in Q2 2023.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.