Deane Retirement Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Deane Retirement Strategies’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	-139,340	Closed	-$12.1M	–	67
2021 Q4	$12.1M	Buy	139,340 +88,776	+176%	+$7.31M	6.4%	5
2021 Q3	$3.77M	Buy	+50,564	New	+$3.9M	2.11%	14
2020 Q3	–	Sell	-34,352	Closed	-$1.79M	–	77
2020 Q2	$1.79M	Buy	+34,352	New	+$1.62M	1.31%	20

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

Deane Retirement Strategies's XLK Position: Q1 2022 in Review

Deane Retirement Strategies sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 139,340 shares — an estimated $12.1M sold.

Deane Retirement Strategies first reported a position in XLK in Q2 2020 and held it in 3 quarters. The position peaked at $12.1M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

Deane Retirement Strategies reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Deane Retirement Strategies sold 139,340 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $12.1M.
Deane Retirement Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 3 quarters.
Deane Retirement Strategies's State Street Technology Select Sector SPDR ETF position peaked at $12.1M 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 Deane Retirement Strategies's 13F filing for Q1 2022, filed 14 Apr 2022.