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XLK icon

CPWM LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CPWM LLC’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
Q3 		$523K Sell
8,810
-18,760
-68% -$1.28M 0.05% 189
2022
Q2 		$1.75M Buy
27,570
+18,616
+208% +$1.3M 0.16% 105
2022
Q1 		$712K Sell
8,954
-1,166
-12% -$91.5K 0.05% 178
2021
Q4 		$756K Hold
10,120
– – 0.06% 185
2021
Q3 		$756K Sell
10,120
-200
-2% -$15.4K 0.07% 148
2021
Q2 		$762K Hold
10,320
– – 0.06% 153
2021
Q1 		$685K Sell
10,320
-68
-0.7% -$4.49K 0.06% 180
2020
Q4 		$675K Buy
10,388
+1,874
+22% +$114K 0.06% 171
2020
Q3 		$497K Buy
8,514
+1,752
+26% +$99K 0.05% 186
2020
Q2 		$353K Buy
+6,762
New +$318K 0.04% 209

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return