Doyle Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Doyle Wealth Management’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	$568K	Hold	9,556	–	–	0.05%	123
2022 Q2	$607K	Buy	9,556 +2	+0%	+$139	0.05%	125
2022 Q1	$759K	Buy	9,554 +376	+4%	+$29.5K	0.05%	129
2021 Q4	$798K	Buy	9,178 +118	+1%	+$9.72K	0.06%	121
2021 Q3	$676K	Buy	9,060 +582	+7%	+$44.9K	0.05%	125
2021 Q2	$626K	Sell	8,478 -1,120	-12%	-$78.5K	0.05%	128
2021 Q1	$637K	Sell	9,598 -598	-6%	-$39.5K	0.06%	125
2020 Q4	$663K	Buy	10,196 +2	+0%	+$122	0.07%	120
2020 Q3	$595K	Buy	10,194 +38	+0.4%	+$2.15K	0.07%	114
2020 Q2	$531K	Sell	10,156 -1,252	-11%	-$58.9K	0.07%	112
2020 Q1	$458K	Buy	11,408 +2	+0%	+$91	0.07%	111
2019 Q4	$523K	Sell	11,406 -34	-0.3%	-$1.46K	0.07%	119
2019 Q3	$461K	Buy	11,440 +2,424	+27%	+$97K	0.06%	123
2019 Q2	$352K	Buy	9,016 +2	+0%	+$76	0.05%	139
2019 Q1	$343K	Buy	9,014 +550	+6%	+$18.8K	0.05%	137
2018 Q4	$262K	Sell	8,464 -1,186	-12%	-$40.1K	0.04%	155
2018 Q3	$363K	Buy	9,650 +2	+0%	+$73	0.06%	136
2018 Q2	$335K	Buy	+9,648	New	+$331K	0.06%	135

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Doyle Wealth Management's XLK Position: Q3 2022 in Review

Doyle Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2022 at 9,556 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #123.

Doyle Wealth Management first reported a position in XLK in Q2 2018 and has held it in 18 quarters since. The position peaked at $798K in Q4 2021. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

Doyle Wealth Management held 9,556 shares of State Street Technology Select Sector SPDR ETF worth $568K as of Q3 2022.
Doyle Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Technology Select Sector SPDR ETF made up 0.05% of Doyle Wealth Management's portfolio in Q3 2022, its #123 holding.
Doyle Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 18 quarters since.
Doyle Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $798K in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.