Derby & Company’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Derby & Company’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 Q3	$239K	Hold	3,200	–	–	0.05%	73
2021 Q2	$236K	Hold	3,200	–	–	0.05%	75
2021 Q1	$212K	Buy	+3,200	New	+$211K	0.05%	76

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Derby & Company's XLK Position: Q3 2021 in Review

Derby & Company held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2021 at 3,200 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #73.

Derby & Company first reported a position in XLK in Q1 2021 and has held it in 3 quarters since. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Derby & Company held 3,200 shares of State Street Technology Select Sector SPDR ETF worth $239K as of Q3 2021.
Derby & Company left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2021.
State Street Technology Select Sector SPDR ETF made up 0.05% of Derby & Company's portfolio in Q3 2021, its #73 holding.
Derby & Company first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 3 quarters since.
1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.